We are making changes to our statement templates and want to know which clients are currently using each template. Is there a report that we can run that would provide this information? Read More...
Is there any way to see how long ago the last update to the software was installed? Read More...
We have several clients with the same client name, so searching for them brings up multiple results. Is there any way to make the search more unique? Read More...
I was asked to run the Timekeeper Realization Report for the first quarter of the year. When I provided it to the attorney, she noticed that the Receipt Allocation Report for the same time frame had a different amount for her receipts. Why is this? Read More...
I’m sending out email statements to my clients, but I need to include an invoice from a vendor with one client’s statement to show the costs. How can I attach this invoice to my email statements? Read More...
We want to reorder some of our tcodes to optimize data entry for certain matters. Is there a way to change the tcode numbers? Read More...
I added text to the Headings tab in Statement Customization that I want to print at the bottom of all statements. Is there any way to center this text? Read More...
Our attorneys enter their own time entries. However, we noticed that one attorney has been using the wrong bill code on one of his client cases. Is there any way to change all of the transactions at once? Read More...
One of our attorneys wants to compare the total of all payments received for the last two quarters, including any payments that have not been allocated. What report would give them this result? Read More...
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...
