In the Platinum version of the software, the Tabs3 Billing dashboard automatically refreshes itself based on your selected refresh rate. You have the option to refresh every four or twelve hours or to disable the automatic refreshing.
To enable automatic refresh
Note: While the dashboard is being refreshed, a message will be displayed indicating the dashboard is loading.
This can be accomplished via the Dashboard, by running a Daily Report, or by filtering the Calendar file.
The Dashboard (File | Home Page | Dashboard) is the easiest solution, and automatically includes a My Tasks widget. The My Tasks widget includes all incomplete tasks assigned to you, and is broken down into several date-based sections, including a Due Today section. Each section can be expanded or collapsed, allowing you to quickly see the desired tasks.
Another option is to run a Daily Report. This report is flexible; it can be run for multiple dates or users and provides options to include events, tasks, overdue tasks, tasks with no due date, and more.
To run a Daily Report for today’s tasks
A filter can also be added to the Calendar file to only show your tasks with a due date of today. Filters can quickly be toggled on or off, providing an easy way to see data based on different criteria.
To set up a filter for tasks
Access rights for the Tabs3 Dashboard can be enabled or disabled for the users of your choice. When disabled, users will not see the Dashboard page view on their Home page.
To disable rights to see the Dashboard
Any access profile assigned to users you do not want to have access to the Tabs3 Dashboard must include this setting. Users must log out and back in for this restriction to take effect.
We redesigned the Recap of Hours for Version 19, and included it on the new PracticeMaster Dashboard. Want to see how you can take advantage of this great feature?
The Recap of Hours can be displayed three different ways, and shows both billable and non-billable time, with the option of including unprocessed timer records in PracticeMaster. Check out the Recap of Hours video as it walks you through the new look, new features, and customization options.
Watch this two-minute video here
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos while in the software by selecting Help | Training Videos.
Did you know that PracticeMaster has a new dashboard in Version 19? The dashboard makes it easy to see your calendar for the day, your upcoming tasks, and a quick recap of the time you entered.
The Calendar widget shows a list of your upcoming events, along with a calendar that can be used to pick a different date. Mouse over an upcoming event to see more details, or click it to open the calendar record for editing. You can quickly add an item and open the full calendar.
The My Tasks widget shows all of your incomplete tasks broken up into sections by due date. This makes it easy to see what needs to be done first.
Recap of Hours
The Recap of Hours widget shows your hours worked compared to your daily target hours. This makes it easy to see the status of your worked hours, including any unprocessed timer records.
Note: The Home page must be selected in the PracticeMaster Theme Settings (View | Theme Settings | Home Page) to view the dashboard.