KB Corner: Configuring and Using Taskbill

November 2017    Tags: , ,

Increasingly, insurance companies and other organizations are requiring that firms submit their bills electronically using specific formats. Tabs3 Taskbill software allows you to convert your statements into electronic bills that meet these requirements. There are multiple formats used for electronic bills, ranging from standardized formats used by multiple companies to formats specific to a single company. The amount of configuration required depends on the format you are using, and our configuration instructions just got a whole lot easier.

We are pleased to announce that we have updated our Taskbill documentation. Previously, instructions for each Taskbill format were in separate documents. Now, all instructions have been combined into a single, easy-to-use Knowledge Base article. Although you still have access to the online help provided with Taskbill, this new article includes everything you need to know in one place.

In Knowledge Base Article R11737, “Configuring and Using Taskbill,” you can now select the Taskbill format instructions you want to view from either a list of known organizations, or by the name of the format. Once a format is selected, tailored step-by-step instructions with screenshots are displayed that walk you through configuring the format in both Taskbill and Tabs3, entering time in Tabs3, and exporting statements from Taskbill using the selected format.

For those of you who are not familiar with Taskbill, you can read more about it in R10435, “Tabs3 Taskbill Product Information.” If you submit bills electronically, but don’t have Taskbill, take a look at what we can do for you!

Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com.  You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.

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