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Q&A: Tabs3 Billing


Billing Q&A: Year-End Reports

January 2021    Tags: , ,
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We are preparing to perform our year-end procedures, but could you make any recommendations on what reports I should make sure that I run as part of those closing duties?   Read More...


Our accountant wants to make sure we are not holding on to any unallocated payments at the end of the year. What’s the best way to find unallocated payments up to the end of the year?   Read More...


Billing Q&A: Setting up Sales Tax

December 2020    Tags:
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Our new attorney is licensed in two states, one that charges sales tax. How can I set up sales tax only for certain clients?   Read More...


I need a report that shows how much a client has paid and what remains uncollected, broken down by timekeeper. Is there a report that will provide me with that information?   Read More...


Billing Q&A: Hourly Rates

December 2020    Tags: , ,
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We have made an agreement with a client that no matter which timekeeper works on their case, the firm will charge a set hourly rate. Is there a way to make sure that the client is automatically billed the hourly rate when entering fees?   Read More...


We noticed that we have two Billing Categories that have the same description and we have been using both of them. Is there a way we can merge those two categories into one?   Read More...


I need to see how much time one of my timekeepers billed and worked in the past two months. Which report should I run?   Read More...


I ran a Detail Work-in-Process Report and noticed that several of the entries had a status of “U” on them I’m not familiar with that status; what does a “U” status mean?   Read More...


When we upgraded to Platinum, we were told that there was an option to set a refresh rate on the dashboard. However, the dashboard is not refreshing automatically. Where is that option located?   Read More...


Is there a way I can verify who I sent email statements to last month?   Read More...


Billing Q&A: Write Offs

October 2020    Tags: , , ,
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We received a final payment from a client whose matter is closed, but it didn't cover the entire amount due. After discussing the situation with the client, we have decided that we would forgive the amount he didn't pay. How can I reflect this properly within Tabs3?   Read More...


Sometimes our clients will make a payment on their account while they are in the office. Is there a way we can print a receipt for them?   Read More...


I have a report that I run daily. However, when opening the report this morning, I noticed that the fields are already filled in and the settings are different than normal. How can I change the report back to the original settings?   Read More...


Is there any way to exclude Cover Statements for all clients on a single statement run, without having to change the client information?   Read More...