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...
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...
