Transferring and replicating fees and costs just got easier in Tabs3 Billing! With the release of Version 19.1.11, two new buttons have been added to the Fee and Cost Entry windows, allowing you to quickly transfer or replicate an entry.   Read More...


We did a write-up on a client’s fees and now some of our timekeepers’ rates appear to be incorrect in the Fee Recap section of the statement. Why is this, and how can we change it?   Read More...


Did you know that you can write all matters for a client up or down at the same time?   Read More...


I set up split billing for two clients where each party is billed 50%. It is configured to split the hours and then calculate the amount; However, I did not realize that the clients had different rates, so now the amounts do not match. Is there any way to make the amounts due even?   Read More...


PracticeMaster Q&A: Change Client ID

August 2019    Tags: , ,
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I entered some fees under the wrong client. Now I need to move all of these fees to the right client and correct the rate and amounts. Is there an easy way to do this in PracticeMaster?   Read More...


We charge one of our clients a fee for the same amount every month. Is there a way to set this up so that we do not have to enter the same transaction every month?   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...


Quick Tip: Change Client ID

June 2019    Tags: , , ,
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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...


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...


Version 19 has just improved how you look at your worked hours. In both Tabs3 and PracticeMaster, a new graphical Recap of Hours replaces the Fee Recap window. The Recap of Hours has also been added to Tabs3 Connect.   Read More...


One of my clients prefers that I do not send him a statement with every fee listed. They have requested to just have a single page statement with an overview of the work we performed for them. Is there a way I can do this?   Read More...


We want a report that shows the total fee receipts for each category from last year. Is there a report that will provide those figures?   Read More...


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: , , ,
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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: , ,
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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...