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...
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...
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...
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...
