Spotlight: Tabs3 Transfer/Replicate Fees and Costs

September 2019    Tags: Costs, Fees, Tabs3 Billing, Version 19

Transferring and replicating fees and costs just got easier in Tabs3 Billing! With the release of Version 19.1.11, two new buttons have been added to the Fee and Cost Entry windows, allowing you to quickly transfer or replicate an entry.

Transfer Fees and Costs

The ability to transfer fees and costs has long been available using the Transfer Transactions program. However, you can now transfer fee and cost transactions to a different matter directly from the Fee and Cost Entry windows using the new Transfer button. Any fees and costs that have not been final billed and/or updated can be transferred to another client. When transferring a fee or cost, you can optionally select to update the rate to use the new client’s rate, and then recalculate the amount.

Replicate Fees and Costs

In addition to the Transfer option, you can now replicate fees and costs using the Replicate button in the Fee and Cost Entry windows. Replicating fees and costs makes a copy of the transaction and saves it to the desired Client ID. Like the Transfer feature, when replicating a fee or cost, you can optionally select to update the rate to use the new client’s rate, and then recalculate the amount.