The Tabs3 and PracticeMaster software provides a wide range of reports, as well as documentation resources to help you get the most out of reports. Information on reports can be found in many places, so where should you look first?   Read More...


I want to see all journal entries that were entered on a certain date, regardless of their transaction date. Is there any report that will show this?   Read More...


We're looking at the reconciliation report current balance and comparing it to the current balance on the balance sheet. It matches this month, but didn't last month. Why is this?   Read More...


I need to review all of the costs that we advanced last month, and then determine if they are paid or not. Is there a report that I can run for this?   Read More...


We want to generate a list of all open clients who have not had any fees or costs entered in the last 6 months. Is there a report that we can run to give us this information?   Read More...


When I go to print reports, such as the Timekeeper Realization Report, the Current Reporting Year selection is the calendar year. Is there any way to reflect our fiscal year, which started in October?   Read More...


I love seeing the Recap of Hours on the new PracticeMaster dashboard, but is there any way to print the Recap of Hours?   Read More...


We use a lot of custom forms and we just hit the limit for the number of fields we can add to the Client file. Is there any way to increase this limit?   Read More...


We are running reports sorted by category and noticed that one of our newer categories did not get assigned to several clients. Is there an easy way to assign this category to multiple clients without changing them one-by-one?   Read More...


Billing Q&A: Year-End A/R Report

November 2018    Tags: , ,
No comments

Each year, my accountant asks for an Accounts Receivable report as of December 31st. What can I do to make sure I have that?   Read More...


I’m the bookkeeper with our firm. I’m looking for a better way to track the firm’s cash flow over a given period. Is there a report in GLS that can help with that?   Read More...


I need to see all of the deposits made in the Trust Accounting software in the last month. How can I do this?   Read More...


If you need a list of work-in-process and/or archived transactions, the Transaction File List is where you want to start.   Read More...


I recently ran the Transaction File List and included the Source column, which displays both uppercase and lowercase letters. What do the letters signify?   Read More...


Video of the Month: About Graphs

September 2018    Tags: ,
No comments

Did you know that you can easily produce graphs for several Tabs3 reports? Graphs provide a visual element and can be a great way to present information.   Read More...


I want to include internal notes about our collection attempts on one of our client’s draft bills. Where is the best place to enter this information so that it can be included on draft statements, but will not be included on final statements?   Read More...


General Ledger Q&A: Comparing Budgets

September 2018    Tags: , ,
No comments

I have budgets set up for some of my expense accounts. How can I determine how much of our budget we’ve actually used so far in 2018?   Read More...