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...
There are several methods for crediting a client’s account: write offs, write-downs, courtesy discounts, payment adjustments, credit transactions, or editing or deleting the original transaction. Read More...
Is there a way to customize which reports are available from the Tabs3 Billing Matter Manager? Read More...
Version 2023 has some great new features to check out! Read More...
Dashboards are an easy way to get a quick overview of important data. Dashboards can be accessed via the Dashboard tab of the Home Page. Read More...
Did you know that you can choose whether or not to print the initials of the user who runs a report on the left side of the footer? Read More...
I'm sending out email statements to my clients, but I also need to include a cost schedule from a vendor showing their charges. How can I attach an additional file to my email statements? Read More...
