Version 2021 has some great new features we know you’ll want right away!   Read More...


I ran a Detail Work-in-Process Report and noticed that several of the entries had a status of “U” on them I’m not familiar with that status; what does a “U” status mean?   Read More...


Feature: Statement Manager

October 2020    Tags: , ,
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Want a quick and easy way to review your clients’ statements, and take action if necessary? Statement Manager is here!   Read More...


A new Separate PDF for each Sort option has been added to the Sort tab of both Generate Statements and the Detail Work-in-Process Report.   Read More...


Is there any way to exclude Cover Statements for all clients on a single statement run, without having to change the client information?   Read More...


On my statements, the trust account section displays “Trust Fund Balance,” but I want it to display “Your retainer balance is” instead. How can I change the terminology for the Trust section of my statements?   Read More...


Beginning with Version 2020, you can now quickly access statement information via the Tabs3 Billing Matter Manager!   Read More...


You can specify Statement Notes for individual clients, which can then be automatically cleared once the statement has been updated.   Read More...


I have a new client that requested their statements only show current charges and no previous balances. How can I format my statements this way?   Read More...


We have agreed to give one of our clients a 10% fee discount on their next statement. We want this discount to stand out on the statement, perhaps on a separate line from any other totals. Is there a way to do this?   Read More...


We have just added several new features! Use the Check for Updates feature (Help | Check for Updates) to make sure you are running the most recent release of Version 2020.   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...


We have TAS and Tabs3 Billing integrated so that automatic payments are created in TAS when statements are generated. However, the tcode used is the same as the payments that we make directly into Tabs3 Billing. Can we use a different tcode for these automatic payments from TAS?   Read More...


When it comes to reviewing statements in a paperless environment, it can be difficult to know where to start. We help break it down.   Read More...