Feature Article: New Lists in Tabs3 Billing

September 2021    Tags: , , , , , , , ,

We added a new way to view clients, contacts, fees, costs, payments, client funds, and write offs without having to run a report! When accessing the new Tabs3 Billing lists, you can work with entries using the actions in the Quick Clicks pane, or drill down for additional details. Lists are available via the File | Open menu in Tabs3 Billing or by searching the Quick Launch for  “clients,” “contacts,” “client funds,” “fees,” “costs,” “payments,” and “write offs.” The data entry windows for these record types are now available via File | Data Entry or by searching the Quick Launch for “client information,” “contact information,” “client funds entry,” “fee entry,” “cost entry,” and payment entry.”

Filtering

Filtering is a powerful feature. For example, you could filter the Client file to only show clients for which you’re the primary timekeeper. As another example, you could filter the Fee file to only show fees entered in the last week. There are a few ways to filter in the lists.

  • The Search Box allows on-the-fly filtering capabilities and can be used to filter data based on keywords included in any column shown in the current column layout.
  • The List group in the Quick Clicks pane provides different filtering options for each list. For example, the Contacts List provides the option to filter for All Contacts or Active Only.
  • The Filter group in the Quick Clicks pane can be used to set up easy or complex filters that you can reuse. Filters can be added via Manage Filters.
  • The QuickViews group in the Quick Clicks pane can be used to create different views of your data. Each QuickView can include a filter, column layout, and sort. QuickViews can be added via Manage QuickViews.

Quick Clicks

The Quick Clicks pane includes the following additional groups:

  • The Take Action group of the Quick Clicks pane includes additional actions you can take. For example, in the Fees List, you can transfer transactions, replicate transactions, set the fee’s status to hold, set the fee’s status to print, change WIP transactions, write-up or write-down fees, generate statements, and add a new fee.
  • The Report group of the Quick Clicks pane includes any reports that are relevant to the current list. For example, the Write Offs List includes the Write Off Report and the Client Ledger Report.
  • The Column Layout group of the Quick Clicks pane automatically includes the Standard and (default) column layouts. Column layouts can be added via Manage Column Layouts.
  • The Customize Current View group of the Quick Clicks pane includes Manage Quick Clicks, Refresh, and List Preferences. Manage Quick Clicks provides the ability to add, edit, or delete filters, QuickViews, and column layouts, as well as to organize the Quick Clicks. List Preferences include row height, row colors, and grid lines for the list.

Download the latest version of the software to get this great new feature!

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