Spotlight: Dashboards

June 2023    Tags: Accounts Payable, General Ledger, PracticeMaster, Tabs3 Billing, Trust Accounting

Dashboards are an easy way to get a quick overview of important data. Dashboards can be accessed via the Dashboard tab of the Home Page and provide the following information:

Tabs3 Billing Dashboard – Displays Accounts Receivable and Work-in-Process for each aging period, as well as a Cash Receipts and a Billing History billing widget to compare figures for the past two years. The dashboard can optionally be filtered in Platinum edition applications for one or more timekeepers, categories, or locations.

PracticeMaster Dashboard – Displays the current month’s Calendar, a list of upcoming events, a My Task list that allows you to easily check off completed items, and a Recap of Hours graph. Additionally, buttons to Add Event, Add Task, and Add Fee are included.

Trust Accounting Dashboard – Displays a summary of your firm’s active Bank Accounts and a list of Recent Trust Transactions. Additionally, buttons to Import Bank Transactions, Print Checks, and Add Transactions are included.

Accounts Payable Dashboard – Displays a list of Unpaid Invoices. Additionally, buttons to quickly Print Checks, Post Checks, print a Check Register, and Add Invoices are included.

General Ledger Dashboard – Displays a summary of your firm’s Bank Accounts and a list of Recent Bank Transactions. Additionally, buttons to Import Bank Transactions and Add Journal Entries are included.