We have a client that we have been working with for a long time. He has another matter for us, but his Client ID has maxed out at 402.99. Is there any way for me to extend the decimal side of his Client ID so we don’t have to create a new client number for this client? Read More...
You meet up with a client away from the office, they want to write a check for what they owe, but you don’t have the balance due with you. What do you do? Simply log in to Tabs3 Connect, and have the amount in a matter of seconds! Read More...
In most data entry files, like the Journal, Document Management, and Calendar files, you can easily change the Client ID by opening a record and changing it or via the Change Client ID feature. However, before now, there wasn’t a way to change the Client ID for a fee or cost in PracticeMaster without deleting the record and starting over. We recently enhanced Version 19 (19.1.9.1136) so that you can now use the Change Client ID feature in the PracticeMaster Fee and Cost files! Read More...
We received a refund for a cost we paid on behalf of a client. How do we credit that money back to our client, and what if they’ve already paid us for it? Read More...
I need to make some edits in the Client File, and am using the Client List to see which clients need the changes. Is there any way I can view the Client List alongside the Client Information window so I don’t have to jump between the two windows? Read More...
I made a client funds deposit into the wrong client matter by mistake. How can I transfer the funds to the correct matter? Read More...
I normally only create PracticeMaster records for a single matter per Outlook email, but occasionally an email will apply to more than one matter. However, when I try to journal the email a second time, it opens the original journal record instead. Is there a way I can journal a single email to multiple matters? Read More...
I want the next billing for a client to show the total fees for all of his matters equal to a specific value. Is there a way that we can do this just once? Read More...
I want to start assessing a Finance Charge on a client. How do I set this up? Read More...
I need to send monthly statements to a new client, but the actual amount we’re going to bill them will not be determined until later. Does Tabs3 have a way to accommodate this? Read More...
We want to generate a list of all open clients who have not had any fees or costs entered in the last 6 months. Is there a report that we can run to give us this information? Read More...
When I receive a single payment to apply toward multiple matters for a client, is there an easy way to apply it to each of the matters all at once? Read More...
Do you struggle with keeping track of where all of your pre-bills are at in the review process? Pre-Bill tracking makes it easy to track the progress of your billing cycle. Read More...
Is there a way that I can run statements for my clients and exclude those that have a negative amount due? Read More...
We recently retained a new client whose name is the same as another of our established clients. When we try to create a new client file for them, entering their name pulls up the client we already have. How can we enter our new client separately? Read More...
Do you use Matter Manager? Matter Manager presents client and contact information in one easy-to-read window. Emails, phone calls, client notes, documents, and more are organized so that you can see exactly what has been done for the matter and when. Read More...
I often work in Client Manager, but I don’t use all of the reports and programs shown at the bottom. Is there any way to customize this section? Read More...
How do I bill a client a flat amount for the work I perform? Read More...
One of my clients is requesting to see a complete history of their trust activity. Is there a report I can run that can accomplish this? Read More...
We route Detail Work-In-Process Reports to our timekeepers for review instead of draft statements. I discovered today that one client who has work-in-process has been excluded from this report the last two months. I double-checked the selected report criteria, and the client should be included. What could cause this client to be skipped? Read More...
