Being able to easily enter and track write offs is essential. With Tabs3 Billing, you can quickly enter write offs and apply them to a matter’s accounts receivable with just a few clicks!
In the Working with Write Offs video, see how easy it is to write off all or a portion of a client’s accounts receivable from the Statement Manager. When it comes to tracking Write Offs, use the convenient Write Off tab in the Matter Manager or use the Write Off Report to access detailed information about multiple write offs at the same time.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
How can we see how a write off applied?
You can view detailed information on a write off via the Tabs3 Billing Matter Manager. This allows you to see the original billed amount as well as the fees, expenses, and/or advances written off. Each timekeeper, cost type, tax amount, and/or finance charge that was written off is also shown, along with statement information.
To view detailed write off information
- From the File menu, select Matter Manager.
- Select the desired matter.
- In the List Content section, click Write Offs.
- Click the write off you want to view.
We use some of the available reports listed in the Tabs3 Billing Matter Manager, but there are several reports we’d like to add for quick access. Is this possible?
The list of reports available in the Tabs3 Billing Matter Manager is customizable. You can easily add the reports you want to see, or remove reports you do not use.
To add or remove reports in Matter Manager
- From the File menu, select Matter Manager.
- Click the
(Reports) icon. - Click the
(Customize Reports) icon. - To add a report, double-click the report or click once in the left column to add a check mark. Likewise, you can double-click a report or click the check mark to remove it from the list.
- Click OK.
Version 2021 has some great new features we know you’ll want right away!
All Applications
- Simplified Update – Updating from Version 2020 to Version 2021 does not require a conversion. If updating from Version 19 to Version 2021, only a single conversion is required.
- New Look – We’ve updated the icons for all of the actions on the Home page in each Tabs3 Software application to provide a fresh look.
Tabs3 Billing Highlights
- Payment Information – Provides detailed payment allocation information for both archived and work-in-process payments. In addition to payment allocation, this page shows associated Tabs3 General Ledger transactions and payment adjustments (refunds or reversals).
- Write Off Information – Provides detailed information about the selected write off, including a breakdown of how the write off was applied (each timekeeper, cost type, tax amount, or finance charge) across each statement that was written off, and who performed the write off.
- Matter Manager:
- Write Off List – This list provides an easy way to see any write off performed on the matter. Clicking an entry in the list displays the Write Off Information page.
- Statement Status Indicators – The statement list in the Matter Manager now includes color-coded indicators to help you see at a glance which statements are unpaid and for how long.
- Email an Individual Statement – In the Statement Manager or Statement Information window, a new Send Email action is available. This reprints the selected statement, just like using the Reprint Updated Statements feature, and then starts a new email with the statement attached.
- Report Drilldown – We’ve updated numerous Tabs3 Billing reports to support drilling down to statements, payments, and write offs in the Report Preview window.
Tabs3 Trust Accounting and Accounts Payable Highlights
- IRS 1099-MISC and 1099-NEC Changes for Tax Year 2020 – We’ve updated the software to support new requirements from the IRS for tax year 2020.
Updating to Version 2021 is as easy as using Check for Updates (Help | Check for Updates)!
We recently made two new improvements to the Tabs3 Matter Manager feature!
- Added a convenient way to create a new matter from the Matter Manager. Simply click the + to the right of the Edit Matter button.
- Expanded the Type column in the Matter Manager Payments list to include LawPay transaction information.
Update to Version 20.3.6 or later to get these great new additions!
The Client Manager has been updated and renamed to Matter Manager! Like the PracticeMaster Matter Manager, the Tabs3 Billing Matter Manager acts as a central hub for matter-related information and activities in Tabs3 Billing. The Matter Manager allows you to view relevant information for each matter at a glance, perform common tasks, and run reports.
The following sections are available in the Tabs3 Billing Matter Manager:
Matter Information – Quickly view and edit matter information and notes. You can change the amount of information displayed in this section by using the arrow at the bottom.
Accounts Receivable tile – Displays the matter’s current accounts receivable balance and the last payment received.
Work-in-Process tile – Displays the total unbilled fees and costs and the last statement sent.
Client Funds/Trust Balance tile – Displays either the current client funds or trust account balance and the last activity for the account. You can toggle between these views by clicking the 
(Display Options) icon in the upper-right corner of the tile and selecting your preferred view.
List Content – Transactions and statements can be viewed in a combined Recent Activity list or by type with additional detail. Click a work-in-process transaction from the list to open it in the appropriate editor. Click a statement from the list to view it in the Statement Information window.
Take Action pane – Click the 
(Take Action) icon to perform matter related tasks such as adding transactions (including payments), generating and managing statements, and opening the matter in PracticeMaster or the trust account in TAS.
Reports pane – Click the 
(Reports) icon to run reports for the current matter from a customizable list. Click the (Customize Reports) icon in the upper-right corner of the pane to open the Customize Reports window. From this window, you can add or remove reports from the reports pane and update the report definition assigned to each report for use with the Matter Manager.
Note: This feature is available in Tabs3 Version 2020 beginning in Version 20.2.6.
Beginning with Version 2020, you can now quickly access statement information via the Tabs3 Billing Matter Manager (File | Matter Manager). Simply click on a Statement from the Matter Manager to display a Statement Information window for that statement. The Statement Information window includes the following:
The Statement Information section shows matter information, the Statement Date, Statement #, the total Billed on the statement, and the total Amount still Due.
The Statement Preview displays a reprint of the statement, using the same functionality as the Reprint Updated Statements program. Like any preview window, you can search, zoom, and print directly from this preview.
The Take Action pane allows you to perform tasks related to the statement, such as reprinting or undoing the statement, adding a payment, or writing off the balance.
Note: This feature is available in Tabs3 Version 2020 beginning in Version 20.2.6.
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.
Update to Version 20.2.6 to access the following:
- Tabs3 Billing Matter Manager – The Client Manager has been revamped and renamed to the Matter Manager. Like the PracticeMaster Matter Manager, the Tabs3 Matter Manager acts as a central hub for matter-related information and activities in Tabs3 Billing. The Matter Manager allows you to view relevant information for each matter at a glance, perform common tasks, and run reports.
- Statement Information Window – Clicking on a Statement from the Matter Manager in Tabs3 Billing displays a Statement Information window for that statement. The Statement Information window includes matter information, statement totals, a preview of the statement, and the ability to perform common tasks.
- Time Zones – PracticeMaster now allows you to specify a time zone for calendar events and tasks. If you opt to enable the time zone feature, new calendar records will be shown relative to the local time for each user. The PracticeMaster Calendar, PracticeMaster Dashboard, and Tabs3 Connect Calendar will all utilize the time zone setting on the device where records are being accessed. This also provides a more seamless integration of calendar records with Microsoft Outlook.
- Field Length Changes – Increased the field length for several fields in the software, such as the Work Description in the Client file and the Amount field in the Payment file.
For more information on these great new features, as well as a detailed list of all new features in Version 2020, check out Knowledge Base Article R11812, “Version 2020 Introduction to New Features.”
