We are looking for firms to provide early feedback on Tabs3 Version 2020.   Read More...


Billing Q&A: Creating a New Cost Type

September 2019    Tags: , ,
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We recently added new transaction codes for various office expenses that we want to start tracking. However, we want to track these transactions as a separate group from the other expenses we already have. Is there a way to do this and be able to report on these expenses?   Read More...


I regularly need to use the same set of reports in PracticeMaster. Is there any way for me to organize them so they are quicker to locate?   Read More...


I need to subtotal my GLS accounts in a different order to report on income for a branch of the firm. I know I can re-order the accounts in my Chart of Accounts, but I’m hesitant to change the order because it is already in the order the firm typically needs. I only need this alternate order for reporting purposes; what can I do?   Read More...


We need a report that will show the oldest invoices that have not been yet paid. Is there a report in Accounts Payable that will list all invoices that have not been paid, sorted by due date?   Read More...


Did you know that you can configure Tabs3 Billing reports to start each sort on a new page?   Read More...


We routinely use the Accounts Receivable reports to see which of our clients are past due by a given number of days. However, I need to see how much is owed to a specific working timekeeper for that period. Is there a way I can get that?   Read More...


What are indexes, and how can they help your firm? The indexes in PracticeMaster control the order in which records are displayed on the List tab of each file. There are two types of indexes: temporary and permanent.   Read More...


We are looking for firms to provide early feedback on Tabs3 Version 2020.   Read More...


Statement comments provide the ability to add internal notes to fee, cost, client funds, and payment transactions that will be shown on draft statements, but not on final statements. Additionally, statement comments are included on the Fee and Cost Verification Lists, Detail Work-in-Process Report, and optionally on the Transaction File List and Task Code Billing Report (new for Version 19.1.10.1180).   Read More...


Is there a quick and easy way for me to see how much money is in each of my bank accounts?   Read More...


I have entered all of our invoices for the month and need to pay all of our vendors. I want to make sure I’ve got enough funds in my bank account to pay all of the outstanding invoices. Is there a report that can help me?   Read More...


Did you know that you can now run your Accounts Receivable Reports for historical data? We recently added an option to the Detail and Summary Accounts Receivable Reports for Version 19 Platinum systems that will print accounts receivable balances as of a specific date.   Read More...


A new look, faster processing time, and better reporting – Data File Integrity Check (DFIC) has been updated for Version 19!   Read More...


I need to make some edits in the Client File, and am using the Client List to see which clients need the changes. Is there any way I can view the Client List alongside the Client Information window so I don’t have to jump between the two windows?   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...


I have created a non-column report through PracticeMaster’s Report Writer for Birthdays that shows the client name and address in standard format as well as their date of birth to the right. However, for addresses that don’t have a second address line, there is a gap on my report. Is there a way for it to not print the space if there is nothing in Address Line 2?   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...


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...