If you use the Convert to Fee feature, customizing your Convert to Fee Settings can be a time saver!   Read More...


We really like the new graphical recap, but some of our users would also like to see the list of transactions per day. Is there any way to show that view?   Read More...


Spotlight: Reorder Fees

February 2019    Tags: , , ,
One Comment

Fees can occasionally be entered in an order that may be confusing on a statement. For example, when the statement is printed out, it might look like you reviewed a document before writing the first draft! In Version 19, you can use the Reorder Fees utility to change the order in which fees with the same date are displayed on a single statement.   Read More...


I use Word Document Assembly to assemble forms for my business clients. After I save the forms to PracticeMaster as documents, I always create a fee for certain hours and amount values based on the template I’m assembling (defined by Document Type) and write an email to the client. Is there a way for PracticeMaster to automate some of this for me?   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...


Billing Q&A: Progress Billing

February 2019    Tags: , ,
No comments

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...


I noticed while printing statements that there is no header for the amount column. Is there any way to add a header for the amount?   Read More...


Billing Q&A: Reorder Fees

November 2018    Tags: , , ,
No comments

While reviewing my draft statements, I noticed that some of the fees are listed in an order that doesn’t make sense. For example, a fee for document creation is listed after a fee for revising the document, so it looks like I reviewed the document before creating it. Is there a way to change that order or do I have to delete one transaction and enter it again so that it appears in the right order?   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...


Billing Q&A: Resetting Reference Numbers

October 2018    Tags: ,
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The reference numbers for fee transactions are getting too large, and it is making it difficult to keep up with specific transactions. Is there any way for me to reset the reference numbers so they will start at 1 again?   Read More...


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


How do I bill a client a flat amount for the work I perform?   Read More...


Billing Q&A: Value Billing

August 2018    Tags: ,
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We have work that we bill at a set value, but we still want to keep track of the timekeeper’s time. Is there a way to do this in Tabs3?   Read More...


My firm uses the Matter Manager to view information about our clients. We also routinely use the Timer function to track how much time a given activity takes, and then convert it into a fee. Is there a way to make it so we can start a Timer from the Matter Manager, where the selected client would already be assigned?   Read More...


With PracticeMaster, you can use timers to track the time you spend on research, planning, correspondence, and more. However, if you don’t turn timers into fees, you may be missing out on valuable time that can be billed to your clients.   Read More...


We have a new user that is creating fee records from Outlook e-mails. When she converts an e-mail to a fee, the default Timekeeper is inactive and she has to change it every time. How can we change the default timekeeper when converting e-mails to fees?   Read More...