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Tag: Tabs3 Billing


In Version 19, we added a dashboard to PracticeMaster. In Version 2020, we added dashboards to Tabs3 Billing, Trust Accounting, Accounts Payable, and General Ledger!   Read More...


Want to see all of the new features in Version 2020?   Read More...


Are you ready to file your 1099’s? Tax season is here and Tabs3 E-file can help simplify your 1099 submission process!   Read More...


Have you ever encountered comments in a Client’s file stating that the client was contacted about their past due balance without any reference as to who or when?   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: Client Manager Reports

January 2020    Tags: , ,
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When I print a Client Ledger Report from the Client Manager, I get a message that nothing printed. However, when I run the Client Ledger Report directly, it shows me the client’s history. Why won’t the report print from the Client Manager?   Read More...


The New Year is almost here! Get a head start on reviewing year-end procedures so you’re not scrambling to get everything done at the last minute.   Read More...


Are you familiar with everything the Platinum version of the software offers?   Read More...


Version 2020 has been released, and there are many great new features!   Read More...


Did you know that you can quickly start other Tabs3 and PracticeMaster software from within any program?   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...


Billing Q&A: Detail Fee View

December 2019    Tags: , ,
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We want to restrict certain users from seeing the rate and amount fields when entering fees. Is there a way to do this?   Read More...


Is there a way to make statements that we email out secure so that only certain people can open them?   Read More...


Billing Q&A: Aged WIP Report

December 2019    Tags: , ,
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I need to review all of the unbilled fees for a certain client, but I really need them broken down into their respective aging periods. Is there a report that can provide this information?   Read More...


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...