We have a deal with a client to charge a specific hourly rate based on the type of work we are doing for them. We set up our tcodes to use these rates, but the timekeeper rates are used during fee entry. How can we use the tcode rate instead of the timekeeper rate? Read More...
How can we see how a write off applied? Read More...
I have several report definitions for a specific report that I print regularly. Is there a way to add a description to the report so we can tell the difference between them? Read More...
We use some of the available reports listed in the Tabs3 Billing Matter Manager, but there are several reports we’d like to add for quick access. Is this possible? Read More...
We performed several tasks for a client on a specific day and when we generate a statement, the fees look like we did finalization before the prep work. Is it possible to change the way fees are ordered on statements? Read More...
I need to see a list of payment adjustments that have been made for a particular client, along with the original payment amounts. Is there a report I can run that will show me this? Read More...
I work in multiple Tabs3 Software applications throughout the day. Is there an easy way to switch between them? Read More...
When I receive a single payment to apply toward multiple matters for a client, is there an easy way to apply it to each of the matters all at once? Read More...
I discovered that I wrote off the wrong amount for a client. Do I need to restore, or is there a way to more easily correct this? Read More...
We have a meeting coming up to discuss all of our active cases for Business Law matters. Is there any way to print a monthly calendar that shows only the business law events and tasks? Read More...
We are preparing to perform our year-end procedures, but could you make any recommendations on what reports I should make sure that I run as part of those closing duties? Read More...
Our accountant wants to make sure we are not holding on to any unallocated payments at the end of the year. What’s the best way to find unallocated payments up to the end of the year? Read More...
Our new attorney is licensed in two states, one that charges sales tax. How can I set up sales tax only for certain clients? Read More...
