When previewing reports, you always get the best formatted view of the information for reading. However, when saving a report to an .html or .txt file, you may see different formatting or missing text. So how do you get better output?   Read More...


Billing Q&A: Reorder Fees

March 2021    Tags: , ,
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We performed several tasks for a client on a specific day and when we generate a statement, the fees look like we did finalization before the prep work. Is it possible to change the way fees are ordered on statements?   Read More...


As a legal professional, it’s important to be able to track and utilize statements for your clients. Using the Tabs3 Statement Manager, accessing your updated statements has never been easier!   Read More...


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...