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...
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 the attorneys enter notes into journal records and then convert them to fees, their entire journal description goes into the fee and they have to edit it. Is there a way to only pull in a partial description when converting a journal record into a Fee? Read More...
Did you know that you can convert calendar, e-mail, note, phone, research, timer, and document records into fees? This allows you to easily bill your client for the time spent on their matter. 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...
When adding features for Version 18, we did not overlook Tabs3 Connect! Check out these new enhancements included when you update to Version 18! Read More...
Did you know that you can easily split fees and costs between multiple matters in Tabs3 Billing? The Split Billing program provides the ability to enter fees and costs once, but have multiple matters pay for them. Read More...
Did you know that you can add the PracticeMaster Toolbar icons to the Quick Access Toolbar in Microsoft Office 2007 and later? Read More...
