QR codes have been simplified in Version 2025 (Build 25.2.13 and later). When using Tabs3Pay, you can include a QR code on a statement. This allows a client to scan the QR code with a smartphone to pay their bills directly via a credit/debit card or electronic check. These payments can then be imported into Tabs3 Billing from the Import Online Payments window.
QR codes can also be included when reprinting a single updated statement. This makes it easy to re-send a statement to a client and allow them to make a payment online.
To include the QR code, modify the page layout used as the first page of your statement or cover statement.
- From the Quick Launch, search for and select “Statement Designer.”
- Select the page layout where you want to add the QR code. (Note: When sending a combined statement for a client with multiple matters, the QR code should be added to the cover statement to allow a payment for the total amount due for all matters.)
- In the System Fields group, double-click the Payment QR Code field.
- Position the QR code as desired.
- Save the page layout.
Note: See KB Article R11905, “Requesting and Importing Tabs3Pay Online Payments and Trust Deposits,” for more information about configuring payment links, including Payment QR Codes.
Our office will be closed on Thursday, November 27 and Friday, November 28, in recognition of Thanksgiving.
Here are some helpful Support resources that are available 24/7:
Tabs3 Cloud firms can now automatically update their Tabs3 Cloud licenses as part of the normal process of managing users and timekeepers within the software.
Knowledge Base Article R11974, “Managing Tabs3 Cloud Users and Timekeepers,” is intended to assist firms with managing their user and timekeeper licenses in Tabs3 Cloud. This article provides frequently asked questions, information on managing users and timekeepers, and troubleshooting steps.
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.”
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 October, September, August, July, and June.
When PracticeMaster performs a Conflict of Interest search, Contact Search, or Document Search, it searches the applicable index files for valid matches. Search Settings (In the Quick Launch, search for and select “Search Settings”) provide the ability to specify how and if indexes are updated, to rebuild indexes, and to specify words to be excluded from a search.
When accessing Search Settings, there are three tabs: Index Properties, Rebuild Index, and Exclude List.
Index Properties
To be included in a search, a field/file must be “indexed.” On the Index Properties tab, you have the option of selecting how to handle updating the Conflict/Contact Index, Email Attachments Index, and the Linked Documents Index.
- Select Automatic to update the index whenever records are added or changed.
- Select Manual to only update the index when the Rebuild Index program is run.
- Select Disable to disable search capabilities for that index.
The accuracy of PracticeMaster’s search options is dependent on the accuracy of the index files. We recommend using the Automatic setting to help ensure you have the most accurate index files, and therefore the most accurate search results.
Note: Changes made to a linked document are not automatically incorporated into the Linked Documents Index, even if it is set to Automatic. To incorporate changes to linked documents, you can update the index by manually rebuilding the Linked Documents Index, or by using a special startup option to manually rebuild the linked documents index file after hours (recommended). Alternatively, any changes made to the document management record itself, such as a change to a field, will automatically update the index.
When selecting Manual, it is recommended that you schedule times to rebuild the indexes.
Rebuild Index
Rebuilding an index updates Manual indexes, optimizes Automatic indexes, and optionally removes deleted records from the indexes. If you want to rebuild indexes, select the desired indexes and click the Rebuild Now button.
Although rebuilding the Conflict/Contact Index requires Exclusive access to the software in order to run, the Email Attachments and Linked Documents indexes can be rebuilt while users are working. For more information on rebuilding indexes via a startup option, see Knowledge Base Article R11659, “Rebuilding the PracticeMaster Search Index Files.”
Exclude List
The Exclude List tab provides a list of words that are excluded from all searches. For example, if the words a, of, and the are in the Exclude List, running a search with those words in it will display a message that the words will be excluded from the search and the search will ignore the words as it runs. This list can be edited via the Add Word and Delete Word buttons.
Make sure to take a moment and review your Search Settings to ensure your conflict of interest, contact, and document searches are optimized for your firm.
Rebuild Schedule
In the Platinum edition of PracticeMaster, you can schedule a one-time or recurring rebuild of the search indexes, which will occur automatically For additional information about this and other benefits of the Platinum edition, see Knowledge Base Article R11379, “Platinum Overview.”
Sometimes you want to see more information about a PracticeMaster file, such as whether a field is set to be included on a Conflict of Interest report, or if History Tracking is turned on. Although File Maintenance provides this information, opening it requires users to be out of the software. Instead, run a File Definition Report to get the information you need!
The File Definition Report (In the PracticeMaster Quick Launch, search for and select “File Definition Report”) provides a list of every field in a file, and includes whether the field is protected or required, if history tracking is turned on, if the field is included on a Conflict Report, if the field is restricted, and more. Additionally, the File Definition Report provides a list of indexes set up for the file.