We needed to update information for a few of our contacts. However, the person making the changes created new contacts instead of updating the existing ones. Is there an easy way for me to clean up the duplicate contacts? Read More...
A new employee selected the wrong bank account for a new trust account. Is there an easy way to fix this, now that trust transactions have been entered? Read More...
Our partner wants to see specific aging periods on the Aged Unpaid Invoice Report. How can we change what periods are shown? Read More...
We are changing our firm's fiscal year from the standard calendar year to one that ends in October. How do we update General Ledger to reflect this change? Read More...
Did you know that you can quickly convert Journal, Calendar, and Document Management records into billable fees? Read More...
Tabs3 Billing allows you to optionally assess finance charges on your clients’ past due balances, but how does the calculation work? Read More...
Have you checked out Tabs3 Connect yet? Tabs3 Connect is a Platinum feature that provides access to Tabs3 and PracticeMaster anywhere you can connect to the Internet, and it’s easy to navigate. Simply browse to Tabs3Connect.com and log in to access your data! Read More...
