Statement comments provide the ability to add internal notes to fee, cost, client funds, and payment transactions that will be shown on draft statements, but not on final statements. Additionally, statement comments are included on the Fee and Cost Verification Lists, Detail Work-in-Process Report, and optionally on the Transaction File List and Task Code Billing Report (new for Version 19.1.10.1180).   Read More...


Did you know that the language used on statements can be customized? The Terminology tab of the Statement Customization program provides 77 terms that can be changed – including the Amount column, which is new for Version 19.   Read More...


We have a client that has been with us for many years. They have requested to know the number of statements that we have sent them. Is there an easy way to provide them with this information?   Read More...


We charge one of our clients a fee for the same amount every month. Is there a way to set this up so that we do not have to enter the same transaction every month?   Read More...


I want to add comments/notes about a transaction in the description field and have it print on reports and draft statements, but not on a final statement. Is there a way to accomplish this?   Read More...


One of my clients prefers that I do not send him a statement with every fee listed. They have requested to just have a single page statement with an overview of the work we performed for them. Is there a way I can do this?   Read More...


One of the transactions on a client’s statement has a long description. Because of its length, this transaction is not printing on one page, but is split between two pages. Is there any way to force the entire transaction to print on one page?   Read More...


I just finished my billing for last month. However, I realized too late that when I generated the statements, I neglected to set the Statement Date to the end of the month and they all have the wrong date. Is there an easy way to make a correction after statements have been updated?   Read More...


The dates on statements are currently shown in MM/DD/YYYY format. Is there a way to spell the date out instead?   Read More...


Spotlight: Reorder Fees

February 2019    Tags: , , ,
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Fees can occasionally be entered in an order that may be confusing on a statement. For example, when the statement is printed out, it might look like you reviewed a document before writing the first draft! In Version 19, you can use the Reorder Fees utility to change the order in which fees with the same date are displayed on a single statement.   Read More...


I noticed while printing statements that there is no header for the amount column. Is there any way to add a header for the amount?   Read More...


Video of the Month: Pre-Bill Tracking

December 2018    Tags: , ,
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Do you struggle with keeping track of where all of your pre-bills are at in the review process? Pre-Bill tracking makes it easy to track the progress of your billing cycle.   Read More...


Is there a way that I can run statements for my clients and exclude those that have a negative amount due?   Read More...


Billing Q&A: Reorder Fees

November 2018    Tags: , , ,
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While reviewing my draft statements, I noticed that some of the fees are listed in an order that doesn’t make sense. For example, a fee for document creation is listed after a fee for revising the document, so it looks like I reviewed the document before creating it. Is there a way to change that order or do I have to delete one transaction and enter it again so that it appears in the right order?   Read More...


Do you want to take your statements to the next level? Statements are at the heart of Tabs3 Billing, so you want to get the most out of this feature. We make it easy by providing a one-stop article with everything you need.   Read More...


When I run my monthly statements, I rely on the Statement Run Totals page to give me certain figures on the bills I’d just run. However, last month this page was accidentally excluded. Is there any way to get that information now?   Read More...


How do I bill a client a flat amount for the work I perform?   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...


We route Detail Work-In-Process Reports to our timekeepers for review instead of draft statements. I discovered today that one client who has work-in-process has been excluded from this report the last two months. I double-checked the selected report criteria, and the client should be included. What could cause this client to be skipped?   Read More...


We have a client who tends to only pay a portion of each statement. I know a previous balance is included on their monthly bill, but is there any other way to remind them that they owe us money?   Read More...