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...
I just finished my billing for last month. However, I realized too late that when I generated the statements, I neglected to set the Statement Date to the end of the month and they all have the wrong date. Is there an easy way to make a correction after statements have been updated? Read More...
I made a client funds deposit into the wrong client matter by mistake. How can I transfer the funds to the correct matter? Read More...
The dates on statements are currently shown in MM/DD/YYYY format. Is there a way to spell the date out instead? Read More...
I just discovered that there is a misspelling on a contact's last name. In the contact record, I am able to change the Full Name field to the correct spelling; however, I am unable to change the Contact ID. How can I correct this? Read More...
I want the next billing for a client to show the total fees for all of his matters equal to a specific value. Is there a way that we can do this just once? Read More...
I want to start assessing a Finance Charge on a client. How do I set this up? Read More...
I need to send monthly statements to a new client, but the actual amount we’re going to bill them will not be determined until later. Does Tabs3 have a way to accommodate this? Read More...
We want to generate a list of all open clients who have not had any fees or costs entered in the last 6 months. Is there a report that we can run to give us this information? Read More...
When I go to print reports, such as the Timekeeper Realization Report, the Current Reporting Year selection is the calendar year. Is there any way to reflect our fiscal year, which started in October? 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 noticed while printing statements that there is no header for the amount column. Is there any way to add a header for the amount? Read More...
Is there a way that I can run statements for my clients and exclude those that have a negative amount due? Read More...
I am attempting to write off a client’s accounts receivable balance. However, when I select the Write Off Entire Balance check box, I get a message that says I need to either bill or delete all work-in-process first. I need to retain the work-in-process for this client, but I’m not ready to bill it. Is there any way around this? Read More...
