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Tag: Tabs3 Billing


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...


Did you know that the autofill feature allows you to type in certain fields in order to quickly find what you’re looking for?   Read More...


I need to see how much time one of my timekeepers billed and worked in the past two months. Which report should I run?   Read More...


I ran a Detail Work-in-Process Report and noticed that several of the entries had a status of “U” on them I’m not familiar with that status; what does a “U” status mean?   Read More...


We need to set up a new Bank Account in Tabs3 Trust Accounting. What do I need to do to make sure payments to firm integrate with Tabs3 Billing?   Read More...


Feature: Statement Manager

October 2020    Tags: , ,
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Want a quick and easy way to review your clients’ statements, and take action if necessary? Statement Manager is here!   Read More...


Spotlight: Taskbill

October 2020    Tags: ,
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Taskbill is used to export Tabs3 Billing information for electronic submission. Many companies require firms to submit billed fees and costs in a specific format for online electronic billing.   Read More...


When we upgraded to Platinum, we were told that there was an option to set a refresh rate on the dashboard. However, the dashboard is not refreshing automatically. Where is that option located?   Read More...


Is there a way I can verify who I sent email statements to last month?   Read More...


Billing Q&A: Write Offs

October 2020    Tags: , , ,
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We received a final payment from a client whose matter is closed, but it didn't cover the entire amount due. After discussing the situation with the client, we have decided that we would forgive the amount he didn't pay. How can I reflect this properly within Tabs3?   Read More...


Sometimes our clients will make a payment on their account while they are in the office. Is there a way we can print a receipt for them?   Read More...


KB Corner: Report Finder

September 2020    Tags: , ,
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Are you looking for a report with certain criteria, but not sure how to find it?   Read More...