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What are expressions, and how can your firm use them to improve your day-to-day activities in PracticeMaster? An expression is a set of criteria you define that tells the software what records to display, and in some cases, how to display it. Filters are the most common expressions, but expressions can also be used in Report Writer reports, WorkFlows, Word Document Assembly, and Outlook Synchronization.   Read More...


Quick Tip: Accessibility in the Help

September 2015    Tags:
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Did you know that you can find accessibility information about program features in the Help?   Read More...


We are changing where we bank for our trust accounts. I have already added the new bank to the Trust Accounting Software and set up each of the clients with new Trust Accounts for the new bank. How can I transfer their balances over to the new bank?   Read More...


Creating form letters, documents, and contracts for clients can be time consuming, and using mail merge is limited by field availability in Word or Outlook. PracticeMaster’s Word Document Assembly is the solution! Word Document Assembly lets you instantly assemble documents that you frequently use.   Read More...


Tabs3 Connect has been around for some time now, but what exactly is Tabs3 Connect, and what can it do for your firm? Tabs3 Connect is a Platinum feature that provides access to Tabs3 and PracticeMaster anywhere you can connect to the Internet. No apps to download, simply go to Tabs3Connect.com and log in using your phone, tablet, laptop, or other internet-enabled device. Access client and contact information, enter fees and costs, use Matter Manager, access your firm’s calendar, receive alarm notifications, send and receive eNotes, and download documents and e-mail attachments via Tabs3 Connect. On smartphones and tablets, you can tap to create a fee, and flick to scroll through a list.   Read More...


Do you want to start charging sales tax, but don’t know where to start? Sales tax must first be enabled in Tabs3 Billing Customization. You can then optionally set up specific transaction codes and/or clients to automatically include sales tax when billed. You can also specify sales tax on an individual transaction. So how do you set all of this up?   Read More...


The Tabs3 Accounts Payable Software (APS) makes paying bills easier. You can print checks, track vendors, generate 1099-MISC forms, run reports and check registers, and more!   Read More...


You may work with multiple matters throughout the day, so how can you ensure that you are keeping an accurate account of how much time is spent on each task?   Read More...


Have you ever wondered how to make your statements stand out to clients? Have you wanted to add additional fields to your statements? You can do both by using Statement Designer! Statement Designer enables you to design custom letterhead, cover letters, statements, invoices, and envelopes.   Read More...


Some tasks, such as running a DFIC or rebuilding search indexes, can be set to automatically run when the program is opened by using a startup option. This, coupled with Windows Task Scheduler, provides a way to run tasks that can take a while to run after hours when no one is working.   Read More...


Do you know how to restore from an incremental backup? Make sure you are familiar with the process of restoring before you need to do it. Incremental backups work by backing up the full dataset, and then only backing up those files that have changed from then on.   Read More...


Did you know that you can add tabs to the Client file, Contact file, and Journal file that are specific to an Area of Practice, Contact Category, or Journal Type? These tabs are called Category Pages. Category Pages are a special type of page that is only shown in the Editor window when the selected client or record is associated with that category. You can use the Form Designer to design how the pages will look.   Read More...


Need to jot something down about a matter after meeting with a client? Want to record information about a billable phone call? Find a great website that applies to a case that you don’t want to lose? All of these can be recorded and associated with the desired matter right away, even when you’re not at your computer.   Read More...


Tabs3 General Ledger Software (GLS) is a general ledger accounting program that is based on a double-entry accounting system. Chart of accounts and financial statement formats can be defined, allowing you to use your current chart of accounts. The availability of multiple departments allows you to create reports based on certain departments or the firm as a whole. Journal entries track debits and credits. Optionally create budgets for each expense account, and compare budget and actual amounts from year to year.   Read More...


Did you know that you can quickly and easily locate your serial number and version from within the software? When calling technical support, have your serial number and version ready to help expedite the call.   Read More...


Did you know that if you want to change the date and/or time on a calendar entry, you can drag and drop the entry to the desired date/time via the graphical calendar? The ability to drag and drop calendar entries saves you the time of having to open the record and manually change the necessary fields.   Read More...


Did you know that you can quickly add an image to the top of your statements, such as your firm’s letterhead? You can always use Statement Designer to customize your statements, but if you simply want to use an existing bitmap image, this can easily be added to your statements by selecting the desired bitmap via Print Setup.   Read More...