Quick Tip: Press F1

June 2018    Tags:
No comments

Tabs3 and PracticeMaster software provides context-sensitive help, but exactly what does that mean?   Read More...


When you need to send a statement to two different parties, what do you do? With Tabs3 Billing, you can automatically generate a duplicate statement by adding an Additional Bill To Address.   Read More...


You have a special font you downloaded for your firm to use for statements and reports. Although you print some statements and reports, you also e-mail PDFs of statements and reports to certain clients and third parties. However, did you know that that if the e-mail recipient doesn’t have that font installed, the font will be replaced by a different one?   Read More...


Did you know that you can set up your General Ledger Software (GLS) accounts in an alternate order for reporting purposes? This can be particularly useful when you need to subtotal accounts in more than one way.   Read More...


Quick Tip: Printing Envelopes

February 2018    Tags: , ,
No comments

Did you know that envelopes can automatically be printed for each statement generated using the client’s Bill To address?   Read More...


Did you know that you can print a check directly from the Invoice/Manual Check window in Accounts Payable Software (APS) and the Trust Transactions window in Trust Accounting Software (TAS)?   Read More...


When previewing reports, you always get the best formatted view of the information for reading. However, when saving a report to an .html or .txt file, you may see different formatting or missing text. So how do you get better output?   Read More...


System Configuration isn’t a program you work in everyday like Tabs3 Billing, but is geared toward setting up certain features of the software. So what settings are controlled in System Configuration, and how do you access it?   Read More...


When entering fees and costs for task based billing clients, do you have to scroll through all of the Phase/Task or Activity Codes for other categories to get to the set of task codes applicable for your client? If you use Billing Categories for your clients, you can assign categories to your Task Code Sets so that when entering fees and costs, only the task codes that are associated with that client’s Billing Category are displayed.   Read More...


If you accept credit cards, do you have a credit card form on the statements you send to your clients? Many clients prefer to pay by credit card, and if there isn’t an easy way to do so, you may not be getting paid as quickly as you could be.   Read More...


If you mark clients as Inactive, you likely do not want to see them most of the time. In both Tabs3 Billing and PracticeMaster, you can use filters to include or exclude inactive clients.   Read More...


Did you know that you can print a Memo line on Accounts Payable Software (APS) checks? Although you can enter text in the Memo field of your invoices, you must be using Check Layout L1572 with the option to print the Memo field selected in order for memos to be printed on your checks.   Read More...


Did you know there is a calculator built into number and amount fields?   Read More...


Every so often we debut new features to help improve how you use this online newsletter format. We’re excited to debut our new ratings system!   Read More...


Are you using groups for calendaring, or do you enter each user individually in the record?   Read More...


Did you know that you can do more with Entry Lists than see current work-in-process transactions? The Fee, Cost, Payment, and Client Funds Entry Lists can be printed, filtered, and set to include archived records.   Read More...