Want to learn more about lists in Tabs3 Billing? Working with lists can save you time by utilizing customizable filters, QuickViews, and column layouts! Read More...
We have a client with many matters that we want to mark as inactive, so that when we run reports or statements it will only include the matters we are working on. Is there a way I can make all of them inactive at once instead of going into each individual matter? Read More...
The Tabs3 Software provides a wide range of reports, as well as documentation resources to help you get the most out of reports. Information on reports can be found in many places, so where should you look first? Read More...
Firm information can change for many reasons, such as when you move, add partners, or the firm splits. Updating the software with your new information is important so that your firm is accurately represented on statements, checks, and more. Informing Tabs3 Software is also important so that information regarding changes to the software reaches you in a timely manner. Read More...
Did you know that some activities are logged in the software, such as when the software is backed up or restored? This information can come in handy when you want to determine when something happened and who initiated it. Read More...
Is it possible to change the order in which fees appear on a statement? Read More...
We have added a Client Portal to Tabs3 Billing Version 2023 that allows you to invite clients and contacts you select to access an online client portal! Read More...
Did you know that you can quickly and easily change certain fields for a range of transactions that have not been billed yet? Read More...
I created a new client a few weeks ago and have since added fees and costs. However, I was recently informed that this client should have been made as a matter to an existing client instead. I would prefer to not have to delete and recreate this activity. Is there a way to change the Client ID so that it becomes a matter for the other existing client? Read More...
