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...
When we enter costs from Accounts Payable, we like to include both the name and vendor number in the description. Is it possible for these values to be included automatically? Read More...
I am performing our monthly reconciliation in Trust Accounting Software and I noticed that the description for a deposit just says “Secure Client.” Why is this? Read More...
Did you know that you can now run your Accounts Receivable Reports for historical data? We recently added an option to the Detail and Summary Accounts Receivable Reports for Version 19 Platinum systems that will print accounts receivable balances as of a specific date. Read More...
A new look, faster processing time, and better reporting – Data File Integrity Check (DFIC) has been updated for Version 19! Read More...
We received a refund for a cost we paid on behalf of a client. How do we credit that money back to our client, and what if they’ve already paid us for it? Read More...
I need to make some edits in the Client File, and am using the Client List to see which clients need the changes. Is there any way I can view the Client List alongside the Client Information window so I don’t have to jump between the two windows? Read More...
We had an issue with our Email server and our last batch of email statements sent from Tabs3 did not go out. How can we resend the email statements out again since they no longer show up in the Email Statements window in Tabs3? Read More...
I want to add comments/notes about a transaction in the description field and have it print on reports and draft statements, but not on a final statement. Is there a way to accomplish this? Read More...
The attorneys at our firm use the timer in the Tabs3 fee entry window to track how long they have been on specific tasks for their clients. We recently changed our policy to charge by the quarter hour for each task, rather than charging the actual time. However, when an attorney uses the timer, the actual time is added to the hours. Is there any way to automatically round up to the quarter hour? Read More...
Version 19 has just improved how you look at your worked hours. In both Tabs3 and PracticeMaster, a new graphical Recap of Hours replaces the Fee Recap window. The Recap of Hours has also been added to Tabs3 Connect. Read More...
One of my clients prefers that I do not send him a statement with every fee listed. They have requested to just have a single page statement with an overview of the work we performed for them. Is there a way I can do this? Read More...
We want a report that shows the total fee receipts for each category from last year. Is there a report that will provide those figures? Read More...
Once I have started printing reports, how can I cancel the print job if I need to? Read More...
Occasionally, we write checks to pay for business expenses that we cannot bill to a client; however, the Tabs3 Cost Entry window is still shown when we save these invoices. Is there a way to suppress this window when I’m paying for something that will not be reimbursed? Read More...
