I’m generating firm-wide statements but only want to generate draft statements for clients that have something new to bill. How can I generate statements without including clients with only a previous balance due? Read More...
Our attorneys create bills for their clients, and I want to make sure that all of their statements have been updated at the end of our billing cycle. Is there a report I can run to see if there are any final bills that still need to be updated? Read More...
Several new timekeepers have joined the firm. Is there a report that shows the daily total of each timekeeper’s worked hours so that I can confirm they are getting their entries in? Additionally, is there any way to show if they worked less than 8 hours on a particular day? Read More...
I entered several fees, only to discover that I entered them for the wrong matter. Is there an easy way to move these to the correct matter without having to delete and reenter all of them? Read More...
When I print statements, the Expenses and Advances are separated. Is there any way to combine them into a single section? Read More...
One of our attorneys writes all of his time on a sheet of paper and I have to enter those into Tabs3. When entering a particularly long fee, I noticed that I must have inadvertently hit the Caps Lock key at some point. Must I re-enter the entire description again, or is there an alternative available to me? Read More...
When I enter non-billable fees or costs it shows n/c in the Amount column on the Statement. Is there a way to change n/c to something else? Read More...
We did a write-up on a client’s fees and now some of our timekeepers’ rates appear to be incorrect in the Fee Recap section of the statement. Why is this, and how can we change it? Read More...
We recently added new transaction codes for various office expenses that we want to start tracking. However, we want to track these transactions as a separate group from the other expenses we already have. Is there a way to do this and be able to report on these expenses? Read More...
Many users at my firm use Text Macros when entering data. However, I prefer not to use them. Is it possible to disable text macros just for me? Read More...
We routinely use the Accounts Receivable reports to see which of our clients are past due by a given number of days. However, I need to see how much is owed to a specific working timekeeper for that period. Is there a way I can get that? Read More...
I set up split billing for two clients where each party is billed 50%. It is configured to split the hours and then calculate the amount; However, I did not realize that the clients had different rates, so now the amounts do not match. Is there any way to make the amounts due even? Read More...
Our firm wants to use the Miscellaneous Lines in Client Information to hold additional information but we do not want to them to show on statements. How do we accomplish this? Read More...
I always run my statements with a blank beginning date and an ending date of the last day of the month on the Transactions tab. Is there a way to have the Generate Statements program default to these options so I don't have to manually enter them each time? Read More...
We have a client that has been with us for many years. They have requested to know the number of statements that we have sent them. Is there an easy way to provide them with this information? Read More...
We charge one of our clients a fee for the same amount every month. Is there a way to set this up so that we do not have to enter the same transaction every month? Read More...
We received a refund for a cost we paid on behalf of a client. How do we credit that money back to our client, and what if they’ve already paid us for it? Read More...
