As of June 15, 2021, the Tabs3 Support Team will no longer provide support for Version 18 of Tabs3 Software.
If you are using an older version of the software, now is the perfect time to get up to date with the latest version of Tabs3 Software. You will be surprised at the number of features you’ve been missing! Click here to see What’s New in each version.
If you have any questions regarding the discontinuation of support for Version 18, please contact your local consultant, or a member of our Sales Department at sales@Tabs3.com or (402) 419-2200.
Previously published in May, April, March, February, and October.
We’re excited to announce that Version 18 was among the TL NewsWire Top 25 Products of 2016. Products are selected based on the popularity of their TL NewsWire article by the nearly 12,000 subscribers of TL NewsWire.
“We are very pleased to be among the TechnoLawyer NewsWire Top 25,” said Dan Berlin, President of Software Technology, Inc. “Version 18 truly helps back-office staff work even more efficiently. In fact, for over 35 years, we have worked hard to develop reliable, quality software for law firms to help our clients improve their firm’s productivity and profitability, and Version 18 is no exception.”
“It was our subscribers’ clicks to the Tabs3 website from our article about Tabs3 Version 18 that resulted in this victory,” said Neil Squillante, founder of TechnoLawyer. “This passive voting makes the award more meaningful – our subscribers were genuinely interested in Tabs3 Version 18.”
To view the TL NewsWire on Version 18, visit http://blog.technolawyer.com/2016/01/tabs3-version-18.html.
The National Law Journal is compiling their Best of NLJ Reader Choice Survey and we want YOUR voice to be heard! The NLJ reader’s choice ranks the nation’s top legal vendors of services, products, or education.
We are honored to have Tabs3 and PracticeMaster Software nominated for the following categories:
- Best Matter Management Software
- Best Case Management Software
- Best Docketing & Calendaring Software
- Best Docketing Solution
- Best Time & Billing Software
Voting for the Best of NLJ Reader Choice Survey ends on February 2nd, 2017.
Thank you for your continued support!
It’s Friday the 13th and, true to the superstition surrounding the date, nothing is going right today. You keep working but are amassing a list of things gone wrong.
You ran this month’s bills, finalized, and ran the Update Statements program a couple of weeks ago. Your boss wants to see productivity figures, but when you run Productivity reports, you realize you forgot to advance the current reporting month! None of the most recent figures are correct.
- Starting with Version 18, all period-based reports in Tabs3 Billing are now date based, which means they can be run for previous months and no longer rely on advancing the current reporting month. The following reports can now be run for any period:
- Timekeeper Productivity Report
- Category Productivity Report
- Timekeeper Profitability Report
- Productivity Report by Category for each Timekeeper
- Productivity Report by Tcode for each Timekeeper
The temporary bookkeeper finalized last month’s reconciliation while you were away, but this month things don’t look right. You look a little closer and find a big mistake – the bookkeeper finalized without the reconciliation balancing! If you restore your data, you’ll lose a month’s worth of data. You’ll have to add manual journal entries to work around the temp’s errors.
- Starting with Version 18, reconciliations can be undone so that adjustments can more easily be made without restoring from a backup.
An attorney tells you to go ahead and split the fees and costs for a client. You run the utility, and ten minutes later he recants – the client just called to add an additional party to the split. This party needs to be added to the current bill, but the split’s already been made.
- Starting with Version 17, you can reverse the split billing process for individual clients (Maintenance | Transaction Related | Undo Split Billing). This allows you to easily reverse the split, make any necessary changes, and then split fees and costs again.
You just found out that your firm is getting audited, and you need financial information for the last several years. While opening each archived GLS Client to print out the necessary reports, you discover that there are a couple of years missing. This was before your time, but you’ll still need to talk to the boss and do the extra work.
- Starting with Version 17, you no longer have to archive clients and can store unlimited years of journal entries. This makes it easier to run the reports you need for internal purposes, or if you are audited. In addition, you no longer have to close the month or year in GLS, and you can use date restriction settings to ensure journal entries from prior periods cannot be edited.
You wake up, it’s still dark out, and your heart’s pounding. You look at the clock and it’s one in the morning. After some deep breaths, you lie down and close your eyes, falling back asleep almost effortlessly because you know you’re on the current version of Tabs3 and PracticeMaster, and you have every GLS Client archived back to inception, so these horror stories can’t happen to your firm. Besides, there isn’t even a Friday the 13th in October this year.
Older software versions are sometimes a ghost of what could be. Ensure you stay current and get all of the latest updates. For steps to download and install the latest version of the software, visit Knowledge Base Article R10154, “How to Download Files from Software Technology, Inc.’s Download Pages.”
Tabs3 version 18 has been released, and update notifications have been sent to all eligible users! There are many great new features in Version 18! The following features are only some of the enhancements we made for this version:
Tabs3 Billing
- Date-Based Reports – All productivity reports are now date-based and no longer rely on advancing the current reporting month. Use the Set Current Reporting Month feature to see productivity figures from prior years.
- Print Receipts – Print a receipt for all forms of payment from the Payment window, or print a receipt for deposits from the Client Funds window.
- and more…
PracticeMaster
- Fee and Cost Entry – The Rate, Rate Code, and Sales Tax fields can now be shown. When changes are made to the Timekeeper, Date, Tcode, Activity Code, or Expense ID, the Amount can be recalculated.
- Fee Recap – A new Fee Recap button has been added to the PracticeMaster toolbar. This button lets you review fees for a timekeeper and date.
- OL Synchronization Settings Report – You can now run an Outlook Synchronization Settings Report to view synchronization settings for yourself or for all users.
- Graphical Calendar Agenda – Selecting Agenda when printing a Graphical Calendar Report will print items in a list format.
- ScanSnap™ Integration – Integration with Fujitsu® ScanSnap scanners imports documents to PracticeMaster’s Document Management program once the scan has completed. Selecting the Optical Character Recognition (OCR) option in the ScanSnap Manager makes text searchable in PracticeMaster.
- Form Designer – Align fields using the new Magnetic Snaps, or show the familiar grid and use Snap to Grid. Magnetic Snaps help align fields with other fields, whereas Snap to Grid helps position fields based on grid dots. Use keyboard shortcuts to Copy (Ctrl+C), Paste (Ctrl+V), Cut (Ctrl+X), and Undo (Ctrl+Z).
- and more…
General Ledger Software (GLS)
- Account Information Report – Print from the Balances, Budgets, or Journal Entries tab of the Account Information program to view a report with that tab’s information.
- Reports – Many changes were made to GLS reports. You can now select a Date Range for any report, making it easy to select a preset period or specify a custom range; pick multiple ranges of accounts or departments; and sort accounts in Chart of Accounts order or Account Number order. New Include options are provided for the Balance Sheet and Income Statement reports, and more.
- Bank Account Manager – View a summary of all bank and credit card accounts from one window. Optionally open a Reconciliation for the selected account, or select to Import Bank Transactions.
- Import Bank Transactions – Import Bank Transactions from an OFX, QFX, or QBO file provided by your bank or credit card company. Match imported bank and credit card transactions with General Ledger journal entries.
- Reconciliation – Optionally enter interest and service charge in the Reconciliation Settings window. View a Reconciliation Discrepancy Report if the Beginning Balance entered does not match the calculated Beginning Balance. The Reconciliation window has been updated to show side-by-side sections for transactions going out and coming in. Additionally, you can now password protect reconciliation PDFs generated by GLS and undo reconciliations finalized in Version 18.
- and more…
Accounts Payable Software (APS)
- Vendor Information – Moved the MTD, YTD, and TD Paid and Discount figures to the Vendor Activity window. These figures are all calculated automatically based on the system date.
- Vendor Analysis Report – The Vendor Analysis Report is now transaction based. Figures are based on the report date.
- and more…
Trust Accounting Software (TAS)
- Auto Trust Payments from Tabs3 – Tabs3 can now be set up to automatically create a Payment to Firm trust transaction when generating final statements, thereby paying current work, accounts receivable, or both.
- Combine Trust Transactions – Optionally combine deposits, EFTs, or checks into one combined transaction, making reconciliation easier.
- Bank Account Manager – View a summary of all bank and credit card accounts from one window. Optionally open a Reconciliation for the selected account or select to Import Bank Transactions.
- Import Bank Transactions – Import Bank Transactions from an OFX, QFX, or QBO file provided by your bank or credit card company. Match imported bank and credit card transactions with Trust Transactions.
- Reconciliation – Optionally enter interest and service charge in the Reconciliation Settings window. View a Reconciliation Discrepancy Report if the Beginning Balance entered does not match the calculated Beginning Balance. The Reconciliation window has been updated to show side-by-side sections for transactions going out and coming in. Additionally, you can now password protect reconciliation PDFs generated by TAS and undo reconciliations finalized in Version 18.
- Three-Way Reconciliation Report – A new Three-Way Reconciliation Report is available that compares the Client Trust Ledger, Reconciliation, and Check Register balances.
- Print Receipts – You can now print a receipt for deposits in addition to credit card deposits.
- and more…
For in-depth information on all of the new Version 18 features, including screenshots, see the What’s New List or Knowledge Base Article R11647, “Version 18 Introduction to New Features.” A list of all Version 18 information can be found in R11646, “Version 18 Information and Resources.”
To download Version 18, visit Tabs3.com/support/update/v18upd.html.
If you have any questions about the update, please contact your reseller and consultant, or contact Technical Support at (402) 419-2210.
When you need to refund or reverse credit card payments, you want to be able to do it with the least amount of hassle. Tabs3 Billing and Trust Accounting Software (TAS) are designed to automatically issue a ProPay refund or reversal when appropriate.
Knowledge Base Article R11708, “Credit Card Refund Best Practices,” provides information on how ProPay handles credit card reversals and provides processes for reversing, refunding, or deleting credit card payments or transactions in Tabs3 Billing and TAS.
Be sure to check out this article so that you are using the recommended methods to refund or reverse ProPay credit card payments.
Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
We are excited to announce a new integration through ProPay, a TSYS company. Here are some of the benefits you get with ProPay:
- Fast sign-up process to accept credit cards almost immediately
- Simple, easy-to-understand rates
- Easy reporting
- Simple payment processing
Accepting credit cards can help increase revenue because they are so convenient for your clients. You may find clients willing to pay with a credit card on their way out of your office, and you will certainly receive credit card payments over the phone. The easier it is to pay, the faster you get paid, the fewer collection calls you need to make, the easier it is to collect on outstanding invoices, and the number of write offs you will have to make will be reduced.
If you are interested in accepting credit cards, you can learn more at Tabs3.com/ProPay. To process payments through ProPay, you must be on Version 18 of Tabs3 software.
Did you know the majority of Americans used a credit card in the past month? Americans rely on their credit cards more and more to pay for things like clothes, medical procedures, and now, legal services.
Here are the top three reasons law firms decide to accept credit cards:
- Clients pay faster, which allows firms to spend less time collecting on past due bills.
- Clients are more likely to pay their bill in full, which allows firms to reduce the amount they write off.
- Processing integrated credit card payments through Tabs3 Billing or Trust Accounting Software reduces the likelihood of human error, and saves firms time.
Remember: The easier it is to pay, the faster you get paid. The faster you get paid, the fewer collection calls you need to make, and the fewer write offs you need to process.
If you accept credit cards, there is no better way than with Tabs3. When a credit card payment is entered into Tabs3, it is automatically processed and the funds are deposited into your existing bank account. You do not need to change your existing banking relationships to process credit cards. If you use Tabs3 Trust Accounting Software, you can have trust account payments deposited into a separate account from where processing fees are deducted. This integration takes the guesswork out of bank account reconciliation and helps you comply with many state bars’ rules regarding commingling funds.
With the release of Version 18, we partnered with ProPay, a TSYS company, to provide you with credit card processing that is better than ever.
- No more waiting days to start accepting credit cards. With ProPay, you can start accepting credit cards within minutes.
- No more confusing price structures or price negotiations. With ProPay, rates are low and easy to understand.
- No more lengthy SAQ questionnaires to complete. With ProPay, you only have to complete a simplified annual SAQ questionnaire to achieve PCI compliance.
ProPay also has the ability to add future enhancements and newer technology to Tabs3 software, such as chip card readers. If you’re interested in accepting credit cards, you can sign up in minutes at Tabs3.com/ProPay. If you have any questions regarding processing credit cards in Tabs3, contact your local reseller and consultant, or contact Technical Support at (402) 419-2210.
