We’ve made big improvements to the Pre-Bill Review process to make it easier to assign, track, and manage pre-bills.
Assign and Track Pre-Bills
The Pre-Bill Tracking window now shows who is assigned to review each pre-bill, with quick links to open both pre-bills and final statements. You can also filter the list to see only the items assigned to a specific user.
- Use the new Assigned To field to route a pre-bill to the right person for review.
- Set default assignments on the Pre-Bills tab in Statement Customization. For example, assign to reporting timekeepers, a specific user, or the user who generated the pre-bill.
- A badge now appears next to the Pre-Bill Tracking action, showing how many pre-bills are waiting for your review.
Easy Review Tools
Assignees can click a date in the Pre-Bill or Final column of the Pre-Bill Tracking window to open a detailed information window. From here, the Take Action pane gives quick access to the most common review and approval tasks.
These enhancements make it easier to route pre-bills to the right people, keep the review process moving, and ensure everything stays accurate and protected along the way.
For additional information about using pre-bills, see Knowledge Base Article R11972, “All About Pre-Bills.”
As of December 31, 2025, the Tabs3 Support Team will no longer provide support for Version 2021 of Tabs3 Software.
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 September, August, July, and June.
The Tabs3 Client Portal allows firms using the Platinum edition of Tabs3 Billing to offer their clients the ability to view their current balance and make payments via Tabs3Pay. Knowledge Base Article R11919, “Configuring the Tabs3 Client Portal,” is intended to help Tabs3 Platinum firms configure the Client Portal. This article provides information on configuration, additional settings, managing access, frequently asked questions, and best practices.
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.”
Did you know that you can quickly and easily change certain fields for a range of transactions that have not been billed yet? Change WIP Transactions (In the Quick Launch, search for and select “Change WIP Transactions”) provides the ability to make changes to many transactions at once instead of spending hours making changes transaction by transaction.
Change WIP Transactions can be run for all of the same ranges you can run reports and statements for; the Client and Transactions tabs are the same. This helps narrow down the range of transactions you want to change. The following options can be changed using this process:
- Set Status (Print or Hold)
- Date
- Convert Tcode to Task Code
- Tcode, Phase/Task, Activity/Expense
- Sales Tax
- Bill Code
- Fee Category
- Rate
Some of the most common reasons for using Change WIP Transactions include when a timekeeper has changed their rates and transactions were entered with the old rate, changing transactions from a print to hold status (or vice versa), and converting tcodes to task codes when an existing client becomes a task based billing client.
The next time you find yourself needing to change a large number of transactions, stay on schedule by using the Change WIP Transactions program.
Tip: Due to the number of records that could be changed using this process, make sure to back up your data before running Change WIP Transactions.
With the ability for everyone to create their own QuickViews, filters, column layouts, and WorkFlows, these sections in the Quick Clicks pane can start to appear cluttered with other users’ additions, making it harder to find what you need.
There are several ways you can organize items in the Quick Clicks pane. You can drag items around to rearrange the order in which they appear, hide items you don’t use, and create folders into which you can then drag Quick Clicks items. Each of these options are user-specific and will not affect other users.
To rearrange Quick Clicks items
- Open the desired file (e.g., the Client file).
- In the Customize Current View group of the Quick Clicks pane, click Manage Quick Clicks.
- Expand the desired group (e.g., Filter).
- Click and drag items to place them in the desired order.
To hide or unhide Quick Clicks items
- Open the desired file.
- In the Customize Current View group of the Quick Clicks pane, click Manage Quick Clicks.
- Expand the desired group.
- Select the item you want to hide or unhide, and then click the
(Hide) icon.
To create folders for Quick Clicks items
- Open the desired file.
- In the Customize Current View group of the Quick Clicks pane, click Manage Quick Clicks.
- Expand the desired group.
- Click the
(Add Folder) icon to create a new folder, and then give it a name. - Click and drag the desired items into the newly created folder.
Customizing your Quick Clicks items is easy to do, making sure you have quick access to the items you use.
Tabs3 Cloud lets you work using the suite of Tabs3 Software in the cloud! Tabs3 takes care of all of the backend maintenance, including backups and updates, while you concentrate on cases. No IT needed. Access Tabs3 Cloud on any device from anywhere with an internet connection.
Watch this two-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”