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Q&A: Tabs3 Billing


Billing Q&A: Bill On Demand

May 2022    Tags: , ,
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One of the matters in Tabs3 Billing requires me to select the Release To Bill check box every time I want to print a statement for them. Why does this check box keep getting cleared?   Read More...


Billing Q&A: Bill To Records

April 2022    Tags: , ,
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I would like to send my client's statement not only to my client, but to an additional party as well. Is there a way to have two different email addresses for the same statement?   Read More...


Is there a way to keep users from logging into the software while I run maintenance tasks?   Read More...


We want to generate a list of all active clients for whom we haven't entered any fees or costs in the last six months. Is there a report that will give us that information?   Read More...


One of our clients can’t find their emailed statement and asked that we send another. Is there an easy way to accomplish this?   Read More...


Billing Q&A: Combine Matters

December 2021    Tags: ,
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I have a client that has several matters. Is there any way to display a total for all of their matters on their statement?   Read More...


Billing Q&A: Assessing a Finance Charge

November 2021    Tags: ,
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We have our first client that needs to have a finance charge assessed. How do we configure this?   Read More...


We recently started using timekeeper levels. Is there any way to show timekeeper levels on statements?   Read More...


We have decided to start marking clients inactive, so when we run reports or statements it will only include clients we are working on. There are a lot of clients that we need to go through and mark inactive. Is there a way I can make all of them inactive at once instead of going into each individual client?   Read More...


I created a new client a few weeks ago and added fees and costs. However, I was recently informed that this client should have been added as a matter to an existing client. Is there a way to change the Client ID so that it becomes a matter for the other client?   Read More...


I need a list of all transactions for a specific fee task code. Is there a report that can help me?   Read More...


I am looking at the list of statements from within Statement Manager. Is there any way to print this list?   Read More...