Did you know that you can write all matters for a client up or down at the same time? Read More...
I have a WorkFlow that runs every time anything is changed in a client record. Is there a way to set it up so the WorkFlow only runs when a specific field is changed? Read More...
When you don’t add users on a regular basis, it can be nice to have a quick refresher on the available settings. 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...
As of October 31, 2019, Software Technology, LLC will no longer provide support for Version 17 of Tabs3 Billing and Financial Software or PracticeMaster. Read More...
If you don’t already use the Tabs3 Financial software, you may not realize the power of fully integrated software. Read More...
We are looking for firms to provide early feedback on Tabs3 Version 2020. Read More...
Statement comments provide the ability to add internal notes to fee, cost, client funds, and payment transactions that will be shown on draft statements, but not on final statements. Additionally, statement comments are included on the Fee and Cost Verification Lists, Detail Work-in-Process Report, and optionally on the Transaction File List and Task Code Billing Report (new for Version 19.1.10.1180). Read More...
Whenever I make changes in Outlook to my calendar items that have synchronized from PracticeMaster, the changes never go back to PracticeMaster. Should they sync? Read More...
