I want to import transactions from a different program into Trust. Is this possible?
You can use Import Transactions to import data that is in a specified ASCII text file named T4IMPORT.DAT. This allows you to import data generated in other software packages, provided the data is in the specified format. Once the T4IMPORT.DAT file has been created and saved to the Current Working Directory, it can be imported into Trust.
To import trust transactions, open Import Transactions (Maintenance | Import Transactions) and click OK. The Import Transactions window will display the number of records that are imported, and invalid transactions will be sent to an error list. For more information on Import Transactions, including the required format of the T4IMPORT.DAT file, see “import transactions file format” in the Trust Help.
Note: It is a good idea to back up the T4IMPORT.DAT file before running this process, as this file will be deleted after the import has completed.
Often, the most common source of unbilled costs are the everyday tasks done in your office. Photocopies, faxes, phone calls, and many other tasks can easily be overlooked when entering costs for a client. Simple cost recovery methods can reclaim these expenses as needed. Many manufacturers offer devices that collect information and create an export file, which can be used in Tabs3 Billing.
The Tabs3 Device Interface software takes the export files from most collection devices and converts them into costs that can be imported to Tabs3 Billing. Additionally, it allows you to customize import settings so any standard text file can be converted, even if it is not already configured in the conversion program. This means it is very likely that you can import your task information, regardless of the device’s manufacturer.
To see if the Tabs3 Device Interface will work for you, or to order a license of the Tabs3 Device Interface for your firm, contact your local consultant or call our Sales Department at (402) 419-2200. Information about the Tabs3 Device Interface can also be found in our Knowledge Base Article R10737, “Tabs3 Device Interface Product Information,” and in R11684, “Tabs3 Device Interface Instructions.”
We have a new attorney starting that has their clients’ recent fee data in a spreadsheet. Is there any way to import this information, or do they need to enter it in manually?
Fees can be imported from a properly formatted .csv file via the Import Data Wizard.
To import fees into PracticeMaster
- From the Maintenance menu, select Import Data Wizard.
- Expand System Files and Common Client Related Files, select the Fee file, and then click Next.
- Select the File to be imported and click Next.
- Map your Import Fields to the desired PM Fields.
- Click the Validate Records button to test the specified record for any mapping errors. You can optionally arrow through each record to make sure it will import correctly. Once records have been validated, click Next.
- Click Finish.
For more information on formatting your .csv file, validating records, and the import process, see Knowledge Base Article R11724, “Importing Fees and Costs Into PracticeMaster from Microsoft Excel.”
Did you know that you can import data into all of the Tabs3 and PracticeMaster software? Knowledge Base Article R11506, “Resources for Importing Data into Tabs3 and PracticeMaster Software,” provides a list of resources with information regarding programs that can be used to import data in Tabs3 and PracticeMaster software including the following:
Tabs3 Billing – Importing costs from photocopiers, telephone systems, fax machines, and more.
PracticeMaster – Importing data from third-party programs, documents into document management, Platinum Exchange Connector, Outlook, and more.
General Ledger Software (GLS) – Integration with PenSoft Payroll and importing data into GLS using an ASCII data file.
Trust Accounting Software (TAS) – Importing data into TAS using an ASCII data file.
Accounts Payable Software (APS) – Importing data into APS using an ASCII data file.
Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
