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Tag: Tabs3 Billing


We have just added several new features! Use the Check for Updates feature (Help | Check for Updates) to make sure you are running the most recent release of Version 2020.   Read More...


Are you planning on purchasing a new server, or moving from one computer to another?   Read More...


Accepting and managing credit card and eCheck payments from your clients has never been easier!   Read More...


We are making changes to our statement templates and want to know which clients are currently using each template. Is there a report that we can run that would provide this information?   Read More...


Billing Q&A: Support Log

July 2020    Tags:
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Is there any way to see how long ago the last update to the software was installed?   Read More...


We have TAS and Tabs3 Billing integrated so that automatic payments are created in TAS when statements are generated. However, the tcode used is the same as the payments that we make directly into Tabs3 Billing. Can we use a different tcode for these automatic payments from TAS?   Read More...


What is the Client Inactivity Report, and why should you use it? The Client Inactivity Report can be used to identify clients and matters with no activity in a specified time frame, which can help keep clients from slipping through the cracks.   Read More...


We have several clients with the same client name, so searching for them brings up multiple results. Is there any way to make the search more unique?   Read More...


Billing Q&A: Comparing Reports

June 2020    Tags: ,
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I was asked to run the Timekeeper Realization Report for the first quarter of the year. When I provided it to the attorney, she noticed that the Receipt Allocation Report for the same time frame had a different amount for her receipts. Why is this?   Read More...


I’m sending out email statements to my clients, but I need to include an invoice from a vendor with one client’s statement to show the costs. How can I attach this invoice to my email statements?   Read More...


Billing Q&A: Renumber Tcode

June 2020    Tags: ,
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We want to reorder some of our tcodes to optimize data entry for certain matters. Is there a way to change the tcode numbers?   Read More...


I added text to the Headings tab in Statement Customization that I want to print at the bottom of all statements. Is there any way to center this text?   Read More...


Attaching statements to emails one by one is time consuming. Save time by using the Tabs3 Email Statements program to send PDF statements without leaving the software!   Read More...


Our attorneys enter their own time entries. However, we noticed that one attorney has been using the wrong bill code on one of his client cases. Is there any way to change all of the transactions at once?   Read More...


One of our attorneys wants to compare the total of all payments received for the last two quarters, including any payments that have not been allocated. What report would give them this result?   Read More...


When was the last time you backed up your Tabs3 and PracticeMaster data and tested the viability of your backup? If your firm had to restore from a backup right now, would any data be lost? Regular backups are critical for your firm to make and maintain properly.   Read More...


Did you know that there are many ways in which you can filter your data in order to make it easier to find what you need?   Read More...