Did you know that you can easily review past reconciliation reports when needed, right from the software?   Read More...


We are making changes to our statement templates and want to know which clients are currently using each template. Is there a report that we can run that would provide this information?   Read More...


What is the Client Inactivity Report, and why should you use it? The Client Inactivity Report can be used to identify clients and matters with no activity in a specified time frame, which can help keep clients from slipping through the cracks.   Read More...


Did you know that you can print a report that provides various settings specific to users?   Read More...


Billing Q&A: Comparing Reports

June 2020    Tags: ,
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I was asked to run the Timekeeper Realization Report for the first quarter of the year. When I provided it to the attorney, she noticed that the Receipt Allocation Report for the same time frame had a different amount for her receipts. Why is this?   Read More...


One of our attorneys wants to compare the total of all payments received for the last two quarters, including any payments that have not been allocated. What report would give them this result?   Read More...


How can I easily see only the tasks I have that are due today?   Read More...


We recently switched to a new bank for our operating account. Everything is configured correctly, but when I run the Balance Sheet I see both the old and new accounts showing up. How can I stop the old account from being displayed?   Read More...


I want to see a list of all payments to FIRM in the last 3 months. Which report should I run for this?   Read More...


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: , ,
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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...