Feature Article: Version 2024 is Released!

April 2024    Tags: Accounts Payable, Conflict of Interest, NetDocuments, Outlook Integration, Platinum, Positive Pay, PracticeMaster, Tabs3 Billing, Tabs3 Billing Matter Manager, Tabs3Pay, Taskbill, Trust Accounting, Version 2024

Version 2024 has some great new features to check out!

Tabs3 Platinum Software Highlights

• Added the ability to link your Tabs3 User ID to your Windows user account. Once you log into Windows, you can launch Tabs3 Software without having to enter another password. This allows you to use the Windows login security to ensure that only the associated user can access Tabs3 Software. (Requires Platinum SQL and an Active Directory Domain Server)
• Improved performance when refreshing or rebuilding PracticeMaster search indexes.
• Added the ability to schedule PracticeMaster search index rebuilds.
• Added the option to send an email notification when a search index rebuild fails or succeeds.
• Added the ability in PracticeMaster to rebuild the Conflict/Contact index file (used for Conflict of Interest Searching) while other users are in the software.
• Simplified the process of managing SQL ODBC access rights for users.

Tabs3 Billing Highlights

• Added new configuration options for Tabs3Pay payment links and request trust deposit links:
  • Added the ability to specify if overpayments are allowed.
  • Added the ability to specify if payments can be made by Credit Cards and/or eChecks/ACH.
• Made multiple improvements to the Tabs3 Billing Matter Manager:
  • A final statement can now be updated by clicking the “1” badge in the Work-in-Process tile.
  • Added a Perform Split Billing link to the Take Action pane. This link is only displayed when viewing the main Split Billing client.
  • Added an Adjust Flat Fee Amount link to the Take Action pane. This link is only displayed when viewing a Flat Fee client.
• Added NetDocuments integration, allowing client information to be pushed to NetDocuments. This feature requires PracticeMaster Basic.

PracticeMaster Highlights

• Added the ability to synchronize event attendees from Outlook to PracticeMaster (when using the Microsoft 365 Exchange Connector).
• The Document Search index no longer needs to be rebuilt when a Renumber Client or Change Key Type is performed.
• Added the ability to select specific Journal record types when running a Conflict of Interest Search.

Tabs3 Trust Accounting Highlights

• Added new Positive Pay configuration options to support Wells Fargo Bank.
• Added new configuration options for Tabs3Pay payment links and request trust deposit links:
  • Added the ability to specify if overpayments are allowed.
  • Added the ability to specify if payments can be made by Credit Cards and/or eChecks/ACH.

Tabs3 Accounts Payable Highlights

• Added new Positive Pay configuration options to support Wells Fargo Bank.

Tabs3 Taskbill

• Added an option to export invoice attachments from Tabs3 Accounts Payable (AP) for costs included on a statement.

For in-depth information on all of the new Version 2024 features, including screenshots, refer to Knowledge Base Article R11947, “Version 2024 Introduction to New Features.” A list with links to all Version 2024 information can be found in R11949, “Version 2024 Information and Resources.”

To download Version 2024, check for updates via the Quick Launch by searching for and selecting “Check for Updates” or via the Help | Check for Updates menu option, or contact your local consultant.