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...


I have a client that is configured for split billing but they want to see the pre-split values of the transactions on their statement. Is there any way to do this?   Read More...


I received a check today with a statement number in the Memo field. However, the payer is not in the Client file. Is there a way for us to search for a statement number if we don’t know which client it is for?   Read More...


Billing Q&A: Copy a Statement Template

December 2019    Tags: ,
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Is there any way to copy an existing statement template so that I don’t have to start a new template from scratch?   Read More...


I’m generating firm-wide statements but only want to generate draft statements for clients that have something new to bill. How can I generate statements without including clients with only a previous balance due?   Read More...


Our attorneys create bills for their clients, and I want to make sure that all of their statements have been updated at the end of our billing cycle. Is there a report I can run to see if there are any final bills that still need to be updated?   Read More...


When I print statements, the Expenses and Advances are separated. Is there any way to combine them into a single section?   Read More...


When I enter non-billable fees or costs it shows n/c in the Amount column on the Statement. Is there a way to change n/c to something else?   Read More...