Did you know that you can choose whether or not to print the initials of the user who runs a report on the left side of the footer? 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...
I consistently have a large number of tabs open in PracticeMaster. Is there a way I can close all of the tabs at once without having to close the software and log back in? Read More...
You access sensitive client information on a daily basis, and may even have access to information that others in the firm do not. You know that maintaining client confidentiality is crucial, but who might have access to all of that data? Read More...
Various log files are maintained by different Tabs3 and PracticeMaster software products. These log files can be used as tools for troubleshooting errors and problems using Tabs3 and PracticeMaster software. Read More...
Do you need to make a change that affects multiple clients or matters? Do you want to save time by changing clients all at once instead of one at a time? Use the Change Client Options program! Read More...
Do you have Access Profiles set up? Access Profiles help with security by controlling what functions each user can access in the software. Read More...
Although we strive to provide superior documentation in our Help files, Knowledge Base, and Guides, we know that sometimes you want direct guidance with a human touch. Technical Support can be reached by phone or email! Read More...
Several new timekeepers have joined the firm. Is there a report that shows the daily total of each timekeeper’s worked hours so that I can confirm they are getting their entries in? Additionally, is there any way to show if they worked less than 8 hours on a particular day? Read More...
I entered several fees, only to discover that I entered them for the wrong matter. Is there an easy way to move these to the correct matter without having to delete and reenter all of them? 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...
One of our attorneys writes all of his time on a sheet of paper and I have to enter those into Tabs3. When entering a particularly long fee, I noticed that I must have inadvertently hit the Caps Lock key at some point. Must I re-enter the entire description again, or is there an alternative available to me? 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...
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...