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...


Quick Tip: Change Client ID

June 2019    Tags: , , ,
No comments

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 want to add comments/notes about a transaction in the description field and have it print on reports and draft statements, but not on a final statement. Is there a way to accomplish this?   Read More...


Occasionally, we write checks to pay for business expenses that we cannot bill to a client; however, the Tabs3 Cost Entry window is still shown when we save these invoices. Is there a way to suppress this window when I’m paying for something that will not be reimbursed?   Read More...


We added a couple of new features to the Print Checks process in Version 19!   Read More...


I need to review all of the costs that we advanced last month, and then determine if they are paid or not. Is there a report that I can run for 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...


If you need a list of work-in-process and/or archived transactions, the Transaction File List is where you want to start.   Read More...


Did you know that you can change your view to see either more fields or fewer fields in certain files?   Read More...


When I print checks through TAS with a payee of FIRM, the associated payment record is not showing up in Tabs3. I have confirmed that Integrate with Tabs3 (and GLS) is selected in TAS Customization, and Integrate with Tabs3 Trust Accounting is selected in Tabs3 Billing Customization. What am I missing?   Read More...


There are several ways you might handle billing for a contingency case, but in the end you still need to adjust the amount owed based on the outcome. So what options does Tabs3 provide?   Read More...


I entered an invoice in Accounts Payable and used an incorrect tcode for the associated Tabs3 cost. Will it make a difference whether I edit the entry in Tabs3 or in APS?   Read More...


Occasionally, transactions may accidentally be entered for the wrong client. If there are only a couple, it’s easy to just delete them and reenter them for the correct client. However, when there are many transactions, what can you do? Use the Transfer A/R and Transactions utility in Tabs3!   Read More...


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!   Read More...


When entering fees and costs for task based billing clients, do you have to scroll through all of the Phase/Task or Activity Codes for other categories to get to the set of task codes applicable for your client? If you use Billing Categories for your clients, you can assign categories to your Task Code Sets so that when entering fees and costs, only the task codes that are associated with that client’s Billing Category are displayed.   Read More...


Do you have a new pro bono client, or need to enter a fee or cost at no charge for a regular client? Clients and transactions can be marked as non-billable so that you can still track your time without charging your client.   Read More...


I ran the Perform Split Billing utility for a statement, but now the attorney wants to make changes to how the clients are split. Is there any way I can undo the split, make the modification, and then split the transactions based on the change?   Read More...


We have a client that we don’t want to bill until they have at least $1,000 owed in fees and costs combined. Is there a way to set this up to happen automatically?   Read More...


There are many reasons why you might want or need to credit or refund a client’s account. Likewise, there are many ways to make a credit to a client’s account. While the easiest way may seem to be entering a credit transaction (i.e., entering a negative fee or cost), this may not be the best way to handle the situation.   Read More...