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...
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...
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...
We routinely use the Accounts Receivable reports to see which of our clients are past due by a given number of days. However, I need to see how much is owed to a specific working timekeeper for that period. Is there a way I can get that? Read More...
Our firm wants to use the Miscellaneous Lines in Client Information to hold additional information but we do not want to them to show on statements. How do we accomplish this? Read More...
I always run my statements with a blank beginning date and an ending date of the last day of the month on the Transactions tab. Is there a way to have the Generate Statements program default to these options so I don't have to manually enter them each time? Read More...
