Billing Q&A: Changing the Order of Fees on Statements

September 2023    Tags: Fees, Statements, Tabs3 Billing

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Is it possible to change the order in which fees appear on a statement?   Read More...

PracticeMaster Q&A: Journal Multiple Emails

September 2023    Tags: Outlook Integration, PM Journal, PracticeMaster

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We recently began journaling emails from clients into PracticeMaster. I have a large number of them from a specific client, and adding them one at a time will take longer than I’d like. Is there a way to journal multiple emails at one time?   Read More...

Trust Accounting Q&A: Combine Trust Transactions

September 2023    Tags: Checks, Reconciliation, Trust Accounting

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Is it possible to combine multiple Trust checks into a single transaction to make the reconciliation process easier?   Read More...

Accounts Payable Q&A: Electronic Refund

September 2023    Tags: Accounts Payable, EFTs

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We sent a refund for a client as a bank transfer, rather than writing a check. How can we record this in Accounts Payable?   Read More...

General Ledger Q&A: Listing Unreconciled Checks

September 2023    Tags: Accounts Payable, Checks, General Ledger, Reports

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Is there a way to generate a list of unreconciled checks that originated in AP?   Read More...

Feature Article: Client Portal

August 2023    Tags: Clients, Tabs3 Billing, Version 2023

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We have added a Client Portal to Tabs3 Billing Version 2023 that allows you to invite clients and contacts you select to access an online client portal!   Read More...