The lockout feature allows any manager to lock all other users out of all Tabs3 software applications. This feature makes it easier for the manager to perform exclusive tasks. To initiate a lockout, in the Quick Launch, search for and select “Lock Out All Users.”
Once a lockout is in place, the Lockout Active window is displayed for the manager who initiated the lockout and you have the option to reset the lockout time or unlock.
When initiating a lockout, you can exit the software to perform server maintenance tasks, such as external backups, server moves, etc., without worrying about users opening the software. The user performing the lockout will continue to have full access to the Tabs3 Software, including applications that were closed prior to the lockout.
Lockouts can be assigned an optional duration. Once the assigned duration has expired, the lockout is automatically lifted and users can begin using the software again. If you need additional time to complete your tasks, the lockout can be extended. In the event a lockout must be ended early and the user who initiated it is unavailable, another user with manager rights can override the lockout.
If other users are currently in the Tabs3 Software, initiating a lockout opens a Conflicting Activities window, indicating which users need to exit the software before the lockout can begin. Additionally, with Tabs3 Platinum Software you can use the Request Log Off feature to request that users exit the software and, if necessary, force them to exit the software after a specified time period.
As of June 30, 2026, the Tabs3 Support Team will no longer provide support for Version 2022 or Version 2023 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 2022 or Version 2023, 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 February and January.
When payments and credits are misapplied, Accounts Receivable reports can show unapplied payments, negative due values, or both. But what are misapplied payments and credits?
- Misapplied payments are payments that have been entered but were unable to apply. Most often this occurs when a payment is entered specifically as a fee payment and there are either no fees or not enough fees for the payment to apply to, or the payment is entered as an expense/advance payment and there are no expenses/advances or not enough expenses/advances for the payment to apply to.
- Misapplied credits occur when a credit is entered and there is nothing to apply the credit toward. Credit transactions only apply toward fees or costs for which payments have not yet been applied. Once a payment has applied toward a transaction that has been final billed and updated, credits entered after that can only apply when a new transaction of the same type as the credit is entered.
To determine whether unexpected figures in Accounts Receivable Reports are caused by misapplied payments, credits, or both, visit Knowledge Base Article R11673, “Fixing Misapplied Payments and Credits.” This article provides information on determining the cause and how to fix both issues.
Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
The order in which fee transactions are printed on a statement is based on three levels:
- First, transactions are sorted by the Subtotal selected on the Fee Format tab of the Statement Template being used (i.e., No Subtotal, Timekeeper, Transaction Code, Category, or Date).
- Next, transactions are sorted by the Date of the transaction.
- Finally, transactions with the same date are sorted by the Reference number of the transaction. This is the order that can be modified using the Reorder Fees utility.
The Reorder Fees utility (In the Quick Launch, search for and select “Reorder Fees”) lists all work-in-process fees for the selected client. Fees can be moved using the Move Up and Move Down buttons. Moving fees up and down changes the reference number of the fee immediately.
However, keep in mind that fees can only be moved up or down within the same date. For example, if there are three fees dated 3/15, and one fee dated 3/16, only the fees dated 3/15 can be moved.
You can use the Group fees by drop-down option to see what order fees would be listed on a client’s statement based on the Subtotal selected in the Statement Template. When selecting Draft or Final, the fees will be grouped as specified in the Subtotal field of the selected client’s Draft or Final Statement Template.
Take a look at how fees are shown on your clients’ statements, and see how the Reorder Fees utility can help you. Your clients will appreciate the order, and you might get paid faster!
We’ve made it easier to quickly print checks when you need them.
- In Trust, click the Print Checks button to open the Print Trust Checks window and print a range of checks.
- In AP, click the Print Check button to open the Print Checks window and print a range of checks. Click the Print Check link next to any invoice to print a check paying only that invoice.
When printing checks in Trust and AP, the blank check forms used require certain dimensions and layouts. Nelco Solutions is the authorized partner to provide checks and forms that are guaranteed to be compatible with Tabs3 Software. Visit NelcoSolutions.com/Tabs3 to order.
With Tabs3Pay, you can:
- Manage separate trust and operating accounts.
- Securely store payment information for future use.
- Accept credit cards and electronic checks, all from within Tabs3 Software.
- Include a payment link in email statements, allowing your clients to easily enter payment information through the secure Tabs3Pay portal.
- Include trust replenishment request links with email statements or generate email requests directly from the Tabs3 Billing Matter Manager using Request Trust Deposit.
- Schedule future or recurring payments for clients.
- Take advantage of the Surcharging feature, allowing you to minimize the expense of processing fees.
- Enable clients to pay their current balance from the Tabs3 Client Portal.
To learn more about Tabs3Pay, visit Knowledge Base Article R11871, “Tabs3Pay Frequently Asked Questions,” or R11869, “Configuring Tabs3Pay.”