I have a few employees I don’t want to have access to A/R figures. Can we remove access to the Dashboard from these users? Read More...
We use Statement Designer, but the logo that we use in our page layout is not shown for some users. Instead, they see a red X. Is there a way to ensure that this logo will be shown for everybody? Read More...
One of our timekeepers only sees their own fees when looking at the Fee Entry List, but can see all fees via the Transaction File List. Why is their Fee Entry List limited? Read More...
We have an attorney that will be receiving 15% of all receipts collected by paralegals on a certain client. Is there a way to set this up in Tabs3? Read More...
My client’s Client Funds account is set to a Fund Application Method of Automatic All and their Statement Format is set to Detail. However, their Client Funds activity is not showing on my statement. Why is this? Read More...
I edited several fees a few days ago. However, I was informed that I need to change one of the values back to what it was before, but we don’t remember what the original values were. How can I determine the original values so that I can change them back? Read More...
One of the attorneys is requesting a report to see which clients, for which he is the Primary Timekeeper, have Fee Compensation rules set up. Is there a report that can show this? Read More...
We have a new timekeeper starting next week, but we are close to our timekeeper limit. We do have several timekeepers that are no longer at the firm. Can we reuse these former timekeeper numbers for new employees? Read More...
We need to make a change to a Fee Rate Table that is shared with a number of clients. However, we may need to create a new Fee Rate Table if not all clients should be affected by this change. How can we tell which clients are set to use this table? Read More...
I have a client that is configured for split billing but they want to see the pre-split values of the transactions on their statement. Is there any way to do this? Read More...
When running the Conflict of Interest Check in Tabs3, one of our users sees “Insufficient Timekeeper Rights” in the Field column. What causes this? Read More...
I received a check today with a statement number in the Memo field. However, the payer is not in the Client file. Is there a way for us to search for a statement number if we don’t know which client it is for? Read More...
When I print a Client Ledger Report from the Client Manager, I get a message that nothing printed. However, when I run the Client Ledger Report directly, it shows me the client’s history. Why won’t the report print from the Client Manager? Read More...
Is there any way to copy an existing statement template so that I don’t have to start a new template from scratch? Read More...
We want to restrict certain users from seeing the rate and amount fields when entering fees. Is there a way to do this? Read More...
Is there a way to make statements that we email out secure so that only certain people can open them? Read More...
