We have some clients with multiple matters that pay with a credit card. Can we apply a single electronic payment to multiple matters or statements for a client? Read More...
One of the most frequently asked questions our Support Department receives is, “Why isn’t my statement printing?” Read More...
Hanson Baker Ludlow Drumheller P.S. had been processing credit card payments for fifteen years—but without a way to process cards online, they had to ask clients to mail or call in their payments. Read More...
Did you know that you can change your view to see either more fields or fewer fields in certain files? Read More...
Is there a way to force the descriptions for all transactions on our statements to display in uppercase text? Read More...
Creating a new user is now performed via a wizard. Managers can create users in the User Configuration window of System Configuration, or in the Timekeeper Information window of Tabs3 Billing or PracticeMaster. Read More...
Tabs3 Billing includes the ability to insert a personalized link or button to Tabs3Pay in your email templates used for emailing statements and sending trust deposit requests. Read More...
Tabs3 Billing includes the flexibility to create rules that designate how payments are allocated to various timekeepers and to the firm. With Fee Compensation Rules, you have the ability to allocate payments for fees to the firm as well as to multiple originating, primary, and secondary timekeepers. Read More...
Securely sharing documents and requesting eSignatures from your clients just got easier using LexShare! Read More...
We have two Statement Designer layouts that we want to combine into one layout. One is a header we used on Page 1, and one is a footer we used on Page 2. Is there a way to merge layouts? Read More...
When it is time for a client to replenish a trust account, use the new Request Trust Deposit tool! Read More...
When was the last time you backed up your Tabs3 Software data and tested the viability of your backup? If your firm was required to restore from a backup right now, how much data would be lost? Read More...
Network and hardware failure can cause data corruption in any firm, regardless of preventative measures. Auto-Recovery helps provide peace of mind when faced with these issues. Read More...
