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Tag: Tabs3 Billing


KB Corner: Report Finder

September 2020    Tags: , ,
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Are you looking for a report with certain criteria, but not sure how to find it?   Read More...


Want to know who backed up the data last and when, or who restored it? You can easily confirm who performed these actions and many more.   Read More...


I have a report that I run daily. However, when opening the report this morning, I noticed that the fields are already filled in and the settings are different than normal. How can I change the report back to the original settings?   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...


The Client Manager has been updated and renamed to Matter Manager!   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...


Our firm sends email statements to our clients, and each attorney sets up their own email templates. Two attorneys have left the firm in the past few weeks, and we want a list of email templates along with the clients to which they are assigned so that we can update all of them. Is there a report for this?   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...


A partial payment was received for a statement that had two attorneys' time on it. I have been asked to allocate the payment to only one of the timekeepers. How can I accomplish 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...


Are you planning on purchasing a new server, or moving from one computer to another?   Read More...


Accepting and managing credit card and eCheck payments from your clients has never been easier!   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...


Billing Q&A: Support Log

July 2020    Tags:
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Is there any way to see how long ago the last update to the software was installed?   Read More...