Besides the many reports included in Tabs3 and PracticeMaster software, you have several options for creating your own custom reports.   Read More...


Thinking about purchasing a license for our Trust Accounting, Accounts Payable, and/or General Ledger software, but not sure what they offer? Take a quick tour!   Read More...


We’ve added the ability to open the Three-Way Reconciliation Report via the TAS Dashboard!   Read More...


Billing Q&A: Tracking Fee Changes

March 2020    Tags: , ,
No comments

I edited several fees a few days ago. However, I was informed that I need to change one of the values back to what it was before, but we don’t remember what the original values were. How can I determine the original values so that I can change them back?   Read More...


One of the attorneys is requesting a report to see which clients, for which he is the Primary Timekeeper, have Fee Compensation rules set up. Is there a report that can show this?   Read More...


I have accounts in GLS for different profit centers based off of their location. Is there a way I can view reports to see each profit center separately?   Read More...


We need to make a change to a Fee Rate Table that is shared with a number of clients. However, we may need to create a new Fee Rate Table if not all clients should be affected by this change. How can we tell which clients are set to use this table?   Read More...


When running the Conflict of Interest Check in Tabs3, one of our users sees “Insufficient Timekeeper Rights” in the Field column. What causes this?   Read More...


Platinum: The Speed Advantage

January 2020    Tags: , , , ,
No comments

Time is money, and how long it takes for your firm to complete tasks affects the bottom line. So how will Platinum software speed things up for your firm?   Read More...


Billing Q&A: Client Manager Reports

January 2020    Tags: , ,
No comments

When I print a Client Ledger Report from the Client Manager, I get a message that nothing printed. However, when I run the Client Ledger Report directly, it shows me the client’s history. Why won’t the report print from the Client Manager?   Read More...


One of our attorneys left the firm and we need to determine which trust accounts they were responsible for so we can reassign them. Is there a report that will show this?   Read More...


Billing Q&A: Aged WIP Report

December 2019    Tags: , ,
No comments

I need to review all of the unbilled fees for a certain client, but I really need them broken down into their respective aging periods. Is there a report that can provide this information?   Read More...


The Statement of Cash Flows Report (Reports | Statement of Cash Flows) in GLS shows how the firm’s cash position has changed over a period of time.   Read More...


Video of the Month: Working with Reports

November 2019    Tags: ,
No comments

Are you getting the most out of reports? There are several report features that can help optimize your results.   Read More...


Did you know that you can choose whether or not to print the initials of the user who runs a report on the left side of the footer?   Read More...


Our attorneys create bills for their clients, and I want to make sure that all of their statements have been updated at the end of our billing cycle. Is there a report I can run to see if there are any final bills that still need to be updated?   Read More...