One of the matters in Tabs3 Billing requires me to select the Release To Bill check box every time I want to print a statement for them. Why does this check box keep getting cleared? Read More...
From taking notes about an upcoming meeting, to storing emails, to recording details about a phone conversation, PracticeMaster Journal records are essential for managing your clients and contacts on a daily basis. Read More...
I would like to send my client's statement not only to my client, but to an additional party as well. Is there a way to have two different email addresses for the same statement? 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 into Tabs3 Connect, and have the amount in a matter of seconds! Read More...
We want to generate a list of all active clients for whom we haven't entered any fees or costs in the last six months. Is there a report that will give us that information? Read More...
You’re away from the office and need to review an email that was sent regarding a client, but trying to find it in Outlook on your phone or tablet can be cumbersome and time consuming. Tabs3 Connect can get you what you need faster! Read More...
Making sure everyone receives their share of compensation for a case can be time consuming. Tabs3 Billing helps make it easier via fee compensation rules! Read More...
We have our first client that needs to have a finance charge assessed. How do we configure this? Read More...
We added a new way to view clients, contacts, fees, costs, payments, client funds, and write offs without having to run a report! Read More...
Ready to take the next step in customizing PracticeMaster to fit your practice? We’ve got the solution you need! Read More...
We have decided to start marking clients inactive, so when we run reports or statements it will only include clients we are working on. There are a lot of clients that we need to go through and mark inactive. Is there a way I can make all of them inactive at once instead of going into each individual client? Read More...
If you need to report on fees, costs, or payments, the Transaction File List or Task Code Billing Report is your answer. Read More...
