I received a check today with a statement number in the Memo field. However, the payer is not in the Client file. Is there a way for us to search for a statement number if we don’t know which client it is for? Read More...
When I print a Client Ledger Report from the Client Manager, I get a message that nothing printed. However, when I run the Client Ledger Report directly, it shows me the client’s history. Why won’t the report print from the Client Manager? Read More...
Is there any way to copy an existing statement template so that I don’t have to start a new template from scratch? Read More...
We want to restrict certain users from seeing the rate and amount fields when entering fees. Is there a way to do this? Read More...
Is there a way to make statements that we email out secure so that only certain people can open them? Read More...
I need to review all of the unbilled fees for a certain client, but I really need them broken down into their respective aging periods. Is there a report that can provide this information? Read More...
I’m generating firm-wide statements but only want to generate draft statements for clients that have something new to bill. How can I generate statements without including clients with only a previous balance due? Read More...
Our attorneys create bills for their clients, and I want to make sure that all of their statements have been updated at the end of our billing cycle. Is there a report I can run to see if there are any final bills that still need to be updated? Read More...
Several new timekeepers have joined the firm. Is there a report that shows the daily total of each timekeeper’s worked hours so that I can confirm they are getting their entries in? Additionally, is there any way to show if they worked less than 8 hours on a particular day? Read More...
I entered several fees, only to discover that I entered them for the wrong matter. Is there an easy way to move these to the correct matter without having to delete and reenter all of them? Read More...
When I print statements, the Expenses and Advances are separated. Is there any way to combine them into a single section? Read More...
One of our attorneys writes all of his time on a sheet of paper and I have to enter those into Tabs3. When entering a particularly long fee, I noticed that I must have inadvertently hit the Caps Lock key at some point. Must I re-enter the entire description again, or is there an alternative available to me? Read More...
When I enter non-billable fees or costs it shows n/c in the Amount column on the Statement. Is there a way to change n/c to something else? Read More...
We did a write-up on a client’s fees and now some of our timekeepers’ rates appear to be incorrect in the Fee Recap section of the statement. Why is this, and how can we change it? Read More...
We recently added new transaction codes for various office expenses that we want to start tracking. However, we want to track these transactions as a separate group from the other expenses we already have. Is there a way to do this and be able to report on these expenses? Read More...
Many users at my firm use Text Macros when entering data. However, I prefer not to use them. Is it possible to disable text macros just for me? Read More...
