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Tag: Tabs3 Billing


We are looking for firms to provide early feedback on Tabs3 Version 2020.   Read More...


Transferring and replicating fees and costs just got easier in Tabs3 Billing! With the release of Version 19.1.11, two new buttons have been added to the Fee and Cost Entry windows, allowing you to quickly transfer or replicate an entry.   Read More...


There are many shortcuts that can be used to help make entering data quicker, easier, and more convenient!   Read More...


We did a write-up on a client’s fees and now some of our timekeepers’ rates appear to be incorrect in the Fee Recap section of the statement. Why is this, and how can we change it?   Read More...


Billing Q&A: Creating a New Cost Type

September 2019    Tags: , ,
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We recently added new transaction codes for various office expenses that we want to start tracking. However, we want to track these transactions as a separate group from the other expenses we already have. Is there a way to do this and be able to report on these expenses?   Read More...


In Version 19, the Apply Payments to Multiple Matters feature has been enhanced to provide greater control when allocating payments among multiple matters for the same client!   Read More...


Did you know that you can write all matters for a client up or down at the same time?   Read More...


Did you know that you can configure Tabs3 Billing reports to start each sort on a new page?   Read More...


Billing Q&A: Turning Off Text Macros

August 2019    Tags:
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Many users at my firm use Text Macros when entering data. However, I prefer not to use them. Is it possible to disable text macros just for me?   Read More...


We routinely use the Accounts Receivable reports to see which of our clients are past due by a given number of days. However, I need to see how much is owed to a specific working timekeeper for that period. Is there a way I can get that?   Read More...


I set up split billing for two clients where each party is billed 50%. It is configured to split the hours and then calculate the amount; However, I did not realize that the clients had different rates, so now the amounts do not match. Is there any way to make the amounts due even?   Read More...


Our firm wants to use the Miscellaneous Lines in Client Information to hold additional information but we do not want to them to show on statements. How do we accomplish this?   Read More...


I always run my statements with a blank beginning date and an ending date of the last day of the month on the Transactions tab. Is there a way to have the Generate Statements program default to these options so I don't have to manually enter them each time?   Read More...


If you don’t already use the Tabs3 Financial software, you may not realize the power of fully integrated software.   Read More...


We are looking for firms to provide early feedback on Tabs3 Version 2020.   Read More...


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...