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Tag: Tabs3 Billing


Version 2021 has some great new features we know you’ll want right away!   Read More...


Often, the most common source of unbilled costs are the everyday tasks done in your office. Photocopies, faxes, phone calls, and many other tasks can easily be overlooked when entering costs for a client.   Read More...


Billing Q&A: Year-End Reports

January 2021    Tags: , ,
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We are preparing to perform our year-end procedures, but could you make any recommendations on what reports I should make sure that I run as part of those closing duties?   Read More...


We had one of our clients go missing in the system and want to look into a backup from before they were deleted. How can we identify when a client was deleted?   Read More...


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


Tabs3 Software occasionally links to external files that can contain sensitive information, such as contact information, bank balances, or payment information. Some firms will restrict access to those files by setting the access rights on the folders where those files are maintained to prevent access by users who do not require such information.   Read More...


We recently made two new improvements to the Tabs3 Matter Manager feature!   Read More...


Our accountant wants to make sure we are not holding on to any unallocated payments at the end of the year. What’s the best way to find unallocated payments up to the end of the year?   Read More...


Billing Q&A: Setting up Sales Tax

December 2020    Tags:
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Our new attorney is licensed in two states, one that charges sales tax. How can I set up sales tax only for certain clients?   Read More...


I need a report that shows how much a client has paid and what remains uncollected, broken down by timekeeper. Is there a report that will provide me with that information?   Read More...


Billing Q&A: Hourly Rates

December 2020    Tags: , ,
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We have made an agreement with a client that no matter which timekeeper works on their case, the firm will charge a set hourly rate. Is there a way to make sure that the client is automatically billed the hourly rate when entering fees?   Read More...


We noticed that we have two Billing Categories that have the same description and we have been using both of them. Is there a way we can merge those two categories into one?   Read More...


In Version 2020, multiple improvements have been made to the Lock Out All Users feature (File | Lockout All Users). This feature can be useful when you want to keep others from logging in while you perform maintenance.   Read More...


Have you started using the great new navigation features, or are you still using Task Folders?   Read More...