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...
I need to make some edits in the Client File, and am using the Client List to see which clients need the changes. Is there any way I can view the Client List alongside the Client Information window so I don’t have to jump between the two windows? Read More...
We had an issue with our Email server and our last batch of email statements sent from Tabs3 did not go out. How can we resend the email statements out again since they no longer show up in the Email Statements window in Tabs3? Read More...
I want to add comments/notes about a transaction in the description field and have it print on reports and draft statements, but not on a final statement. Is there a way to accomplish this? Read More...
The attorneys at our firm use the timer in the Tabs3 fee entry window to track how long they have been on specific tasks for their clients. We recently changed our policy to charge by the quarter hour for each task, rather than charging the actual time. However, when an attorney uses the timer, the actual time is added to the hours. Is there any way to automatically round up to the quarter hour? Read More...
One of my clients prefers that I do not send him a statement with every fee listed. They have requested to just have a single page statement with an overview of the work we performed for them. Is there a way I can do this? Read More...
We want a report that shows the total fee receipts for each category from last year. Is there a report that will provide those figures? Read More...
We really like the new graphical recap, but some of our users would also like to see the list of transactions per day. Is there any way to show that view? Read More...
I created a Payment to Firm from within Client Funds, but the payment is not showing up in the Payment file. Why is this? Read More...
One of the transactions on a client’s statement has a long description. Because of its length, this transaction is not printing on one page, but is split between two pages. Is there any way to force the entire transaction to print on one page? Read More...
