We have some clients with multiple matters that pay with a credit card. Can we apply a single electronic payment to multiple matters or statements for a client? Read More...
Is there a way to force the descriptions for all transactions on our statements to display in uppercase text? Read More...
We have two Statement Designer layouts that we want to combine into one layout. One is a header we used on Page 1, and one is a footer we used on Page 2. Is there a way to merge layouts? Read More...
Is there a way to see a list of matters with Task Based Billing enabled? Read More...
We need to find a specific statement, but the only reference we received is a statement number. How can we search by statement number? Read More...
One of the matters in Tabs3 Billing requires me to select the Release To Bill check box every time I want to print a statement for them. Why does this check box keep getting cleared? Read More...
I would like to send my client's statement not only to my client, but to an additional party as well. Is there a way to have two different email addresses for the same statement? Read More...
Is there a way to keep users from logging into the software while I run maintenance tasks? Read More...
We want to generate a list of all active clients for whom we haven't entered any fees or costs in the last six months. Is there a report that will give us that information? Read More...
