Tabs3 Connect: Entering Fees and Costs on the Go

October 2017    Tags: Costs, Fees, Mobile Access, Platinum, Tabs3 Connect

When you’re not at the office and you need to record the time you spent on a matter, what do you do? Why, log into Tabs3 Connect on your phone or tablet, of course! Tabs3 Connect makes it easy to enter the time for a client even when you’re not at the office. No more writing time down on scraps of paper that can get lost, or in a notepad amidst a bunch of other notes. If you previously recorded the time into your phone for later entry or called the office to enter it for you, you can use your phone instead to enter the time directly into Tabs3 from anywhere and at any time!

Tabs3 Connect is available at no additional charge for firms enrolled in maintenance plans for Tabs3 and PracticeMaster Platinum. Firms with Platinum versions of both Tabs3 Billing and PracticeMaster receive one user of Tabs3 Connect for every PracticeMaster user on maintenance. Firms with the Platinum version of Tabs3 Billing who do not have PracticeMaster licenses may purchase a Tabs3 Connect subscription for less than $6 per month per user (billed annually), to gain access to the billing features of Tabs3 Connect.

Adding a fee in Tabs3 Connect is easy. After logging in to Tabs3 Connect (Tabs3Connect.com), tap the  (Fee) icon to open the New Fee page. Enter a Client ID, Date, Tcode, Hours Worked, and Description. Tap the Save button, and the fee entry is immediately available in Tabs3 and PracticeMaster back at the office.

Changing Your Start Page

Want to make entering fees even easier? Set up Tabs3 Connect to open to a new fee as soon as you log in.

To set Tabs3 Connect to open to a new fee

1. Open System Configuration.
2. From the File menu, point to Open and select Users.
3. Select the desired User ID.
4. Click the Tabs3 Connect Settings button.
   1. Select a Default Start Page of New Fee.
   2. Click OK.
5. Press Ctrl+S.

For more information on Tabs3 Connect, contact your consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”