Two new features in Tabs3 Accounts Payable give your firm greater control over who can access sensitive financial information — helping you protect critical data without disrupting day-to-day workflows.
Protect Sensitive Information with Secure Bank Accounts
The new Secure Bank Accounts feature lets you restrict access to specific bank accounts, like those used for payroll, so only authorized users can view or work with them. Transactions tied to a secured account are automatically hidden from dashboards, reports, and entry windows for users who haven’t been granted access, giving you confidence that sensitive financial details stay protected.
To configure a bank account as secure
- From the Quick Launch search for and select “Bank Account Entry.”
- Select the Bank Account you want to make secure.
- Select the Secure Bank check box.
- Click the Users button
- Select the users who will have access to this bank account, then click OK.
- Save your changes.
For more details on setting up secure bank accounts and managing user permissions, see the Help documentation in Tabs3 Accounts Payable.
Restrict Access to Vendor Transactions
With the new vendor restriction feature, you can limit which users are able to view or interact with a specific vendor’s transactions. This is especially useful for keeping payroll-related or other confidential vendor data visible to only those who need it.
When a vendor is marked as restricted, all associated transactions are automatically excluded from dashboards, reports, and entry windows for unauthorized users. Note that the vendor itself remains visible in lookup windows and reports — only the transaction details are restricted.
To restrict access to a vendor
- In the Quick Launch, search for and select “Vendor Information.”
- Select the Vendor you want to restrict.
- Select the Restrict Access check box.
- Click the Users button.
- Select the users who will have access to this vendor, then click OK.
- Save your changes.
For more details on configuring vendor restrictions, see the Help documentation in Tabs3 Accounts Payable.
Note: You must be logged in as a user with Manager access rights to secure bank accounts and restrict vendors.
Our office will be closed on Friday, June 19, in recognition of Juneteenth.
Here are some helpful Support resources that are available 24/7:
One of the most frequently asked questions our Support Department receives is, “Why isn’t my statement printing?” Whether due to client transactions that have a Status of Hold, client settings, printer drivers, or printer settings, you may have had statements that did not print at one time or another.
Knowledge Base Article R10004, “My Statement Doesn’t Print,” offers the most common reasons a statement doesn’t print and includes easy troubleshooting steps to follow. When your statements aren’t printing, use this article as a checklist to help you get back on track for your month-end activities.
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 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 May, April, March, February, and January.
Dashboards are an easy way to get a quick overview of important data. Dashboards can be accessed via the Dashboard tab of the Home Page and provide the following information:
Tabs3 Billing Dashboard – Displays Accounts Receivable and Work-in-Process for each aging period, as well as a Cash Receipts and a Billing History widget to compare figures for the past two years. The dashboard can optionally be filtered in Platinum edition applications for one or more timekeepers, categories, or locations.
PracticeMaster Dashboard – Displays the current month’s Calendar, a list of upcoming events, a My Task list that allows you to easily check off completed items, and a Recap of Hours graph. Additionally, buttons to Add Event, Add Task, and Add Fee are included.
Trust Accounting Dashboard – Displays a summary of your firm’s active Bank Accounts and a list of Recent Trust Transactions. Additionally, buttons to Import Bank Transactions, Print Checks, and Add Transactions are included.
Accounts Payable Dashboard – Displays a list of Unpaid Invoices. Additionally, buttons to quickly Print Checks, Post Checks, print a Check Register, and Add Invoices are included.
General Ledger Dashboard – Displays a summary of your firm’s Bank Accounts and a list of Recent Bank Transactions. Additionally, buttons to Import Bank Transactions and Add Journal Entries are included.
Our office will be closed on Friday, July 3, in recognition of Independence Day.
Here are some helpful Support resources that are available 24/7:
Did you know that you can create a Custom Activity List in PracticeMaster Matter Manager that shows the record types you want to see? For example, you could create a Custom Activity List that shows only Document, Research, and Timer records for any selected matter. Once created, custom activity lists can be viewed in Tabs3 Connect as well.
To create a custom activity list
- In the Quick Launch, search for and select “Matter Manager.”
- From the Quick Clicks pane, in the Customize Current View group, select Custom Activity List.
- Click the Add button.
- Enter a Name for the Activity List.
- In the Include Record Types section, select the desired check boxes.
- Click OK.
- Click Close.
Now, when you select the new Custom Activity List, you will see only those record types selected for this list.
Your clients use credit cards, and accepting payments from them has never been easier for your law practice. With Tabs3Pay features such as easy invoicing, next day funding, Autopay, scheduled payments, surcharging, and more, all within Tabs3 Software, you can make payments effortless for your clients and get paid faster. Tabs3Pay setup is quick and hassle free. And because credit card processing fees can impact your firm’s profitability, we offer surcharging as a cost-saving solution.
With Tabs3Pay you can:
- Accept credit cards, electronic checks, GooglePay, ApplePay, PayPal, Venmo, and PayPal Pay Later within Tabs3 Software.
- Reduce credit card expenses with optional surcharging.
- Manage separate trust and operating accounts from Tabs3 Software.
- Securely store payment information for future use.
- Email an invoice with a secure payment link.
- Send statements with a payment QR Code.
- Automatically schedule payments when generating final statements.
- Schedule future and recurring Tabs3Pay payments.
- Request Trust replenishment.
Other Benefits Include:
- Get paid faster.
- Eliminate manual errors.
- Save time and collection hassles.
- Certified PCI compliant and secure.
To sign up for Tabs3Pay
- In the Tabs3 Billing or Trust Quick Launch, search for and select “Tabs3Pay Web Portal.”
- Click the Let’s Get Started button.
For more information on signing up for and configuring Tabs3Pay, see Knowledge Base Article R11869, “Configuring Tabs3Pay.”
*Surcharging laws vary by state and are subject to change. Always check with your local bar association for the most updated information.
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.”