Have you ever wondered how to make your statements stand out to clients? Have you wanted to add additional fields to your statements? You can do both by using Statement Designer! Statement Designer enables you to design custom letterhead, cover letters, statements, invoices, and envelopes.
With Statement Designer (In the Quick Launch, search for and select “Statement Designer”), you can edit one of the Sample Layouts included with the software or create your own. On the left-hand side of the window there are two sections; the Layout Tree pane shows the layouts currently available, whereas the Field Selection pane shows the fields that are available to add to a layout.
When a layout is selected, the Page Layout pane is available on the right-hand side. This is where you can design your statement layout. Simply double-click a field from the Field Selection pane, and it will appear in the page layout. From here, you can move the field to the appropriate place, resize the field, or right-click the field and select Properties to change properties such as font name, font size, color, rich text attributes, and more.
Once you have changed or created a Statement Designer layout, you will need to associate the layout to a Statement Template (In the Quick Launch, search for and select “Statement Templates”). Simply select the Template you want to change, or create a new one, and edit the Layouts tab. The template can now be assigned to a client by opening the Client Information window, clicking the Statement Options tab, and selecting a Draft Template or Final Template.
To enable Statement Designer when printing statements
- In the Quick Launch, search for and select “Generate Statements.”
- Click OK.
- Click Setup.
- Click the Statement Setup button.
- On the right-hand side, select the Enable Statement Designer Layouts check box
- Click OK on the Statement Setup window.
- Click OK on the Printer Setup.
Now when you print a statement for the client(s) whose statement template is associated with a statement designer layout, you will see your new statement layout!
For more information on customizing the sample layouts included with the software, see Knowledge Base Article R10901, “Customizing the Sample Page Layouts Provided with the Tabs3 Statement Designer.”
Here are some helpful Support resources that are available 24/7:
Stop running random reports trying to find the perfect one; instead, use the Report Finder and get what you need without the guesswork.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”
If you are using an older version of the software, now is the perfect time to get up to date with the latest version of Tabs3 Software. You will be surprised at the number of features you’ve been missing! Click here to see What’s New in each version.
Updating to the latest version is FREE when your firm has an active subscription. To get started, in the Quick Launch, search for and select “Check for Updates.”
If you have any questions regarding the discontinuation of support for Version 2021, please contact your Tabs3 Software consultant, or a member of our Customer Success Team at customersuccess@Tabs3.com or (402) 419-2212.
Previously published in July and June.
Process Timer Records (from the Quick Launch, search for and select “Process Timer Records”) provides the ability to convert your timer and other journal records into fees. You can optionally process records into individual fees or combine multiple timer records into a single fee, provided the records are for the same client.
To select a record in the Process Timer Records window, click in the 
column or click the 
to place a check mark next to the record. If you want to remove the check mark from a record, click in the column again or click the 
. Once one or more records have been selected:
- Click the Combine to Fee button to combine all selected records into a single fee.
- Click the Convert to Fee button to create individual fees for each selected record.
- Click the Mark as Hidden button to remove the selected record(s) from the Process Timer Records window. (Note: Removing a record from the Process Timer Records window will not remove it from the Journal file.)
When clicking the Combine to Fee or Convert to Fee buttons, a Convert to Fee window will be opened, allowing you to edit the Fee before saving. Default Fee values for each record type (Email, Phone, Research, Timer, and more) can be specified via the Convert to Fee Settings utility (from the Quick Launch, search for and select “Convert to Fee Settings”). Specifying default values such as the tcode, timekeeper, description, and minimum time to bill can help streamline your Process Timer Records routine.
If you’re not already using the Process Timer Records feature, consider adding it to your process to help make sure you’re getting paid for your time.
While in the Daily/Weekly/Monthly Calendar, you could use the horizontal scroll bar to get back to “today” from any other date, or you could navigate through the months on the right. However, the easiest way to get back to the current date is to simply press the Home key.
To see a complete list of keystrokes available in the Daily/Weekly/Monthly Calendar, press F1 while in PracticeMaster. On the Index tab, enter “Calendar” and then select “toolbar” from the list.
Knowledge Base Article R11941, “All About Tabs3 Cloud,” includes the benefits of Tabs3 Cloud, what’s included, and how it works, as well as performance, licensing, and general information.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”