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...


I added text to the Headings tab in Statement Customization that I want to print at the bottom of all statements. Is there any way to center this text?   Read More...


Attaching statements to emails one by one is time consuming. Save time by using the Tabs3 Email Statements program to send PDF statements without leaving the software!   Read More...


Do you mail out your client statements or email them? Emailing your statements saves time, paper, and postage, and can help you get paid quicker!   Read More...


We use Statement Designer, but the logo that we use in our page layout is not shown for some users. Instead, they see a red X. Is there a way to ensure that this logo will be shown for everybody?   Read More...


My client’s Client Funds account is set to a Fund Application Method of Automatic All and their Statement Format is set to Detail. However, their Client Funds activity is not showing on my statement. Why is this?   Read More...


Did you know that you can add your letterhead to statements via the Tabs3 Billing software?   Read More...