We will start assessing clients a finance charge on unpaid work at the end of the year. How can we configure this? Read More...
We have a client we need to bill a fixed fee amount every month, but we still need to keep track of our hours and productivity. Does Tabs3 Billing have a solution for this? Read More...
We have a client with many matters that we want to mark as inactive, so that when we run reports or statements it will only include the matters we are working on. Is there a way I can make all of them inactive at once instead of going into each individual matter? Read More...
Is it possible to change the order in which fees appear on a statement? Read More...
I created a new client a few weeks ago and have since added fees and costs. However, I was recently informed that this client should have been made as a matter to an existing client instead. I would prefer to not have to delete and recreate this activity. Is there a way to change the Client ID so that it becomes a matter for the other existing client? Read More...
Is there a way to customize which reports are available from the Tabs3 Billing Matter Manager? Read More...
I'm sending out email statements to my clients, but I also need to include a cost schedule from a vendor showing their charges. How can I attach an additional file to my email statements? Read More...
We have matters for which we only want to charge up to a set amount or set a limit for the total hours worked. Is there a way for Tabs3 Billing to notify us if we will exceed these limits? Read More...
We wrote off an amount for a client that contained fees, costs, and tax amounts. How can we see how the write off applied? Read More...
We've been reviewing our billing categories and noticed that a few of them are redundant. Is there a way to combine these categories and their associated matters? Read More...
Can I add explanatory notes to my fees that will be shown on draft statements but not final statements? Read More...
