The Microsoft 365 Exchange Connector has been enhanced in PracticeMaster Version 2023 so recurring events created in Outlook will synchronize with the PracticeMaster calendar. This makes it easy to add recurring meetings or events in either Outlook or PracticeMaster.
These events will synchronize as a series of individual calendar events in PracticeMaster. Edits to individual events can be made in PracticeMaster. However, modifying or deleting the entire series must be done in Outlook.
Important: Syncing recurring events created in Outlook with PracticeMaster is only supported when configured to use the Microsoft 365 Exchange Connector. See KB article R11898, “Configuring Platinum Exchange Connector for Exchange Online/Microsoft 365,” for more information.
A Check Requests feature is now available in PracticeMaster, which allows users to add a check request for payment on behalf of a client or a work expense. Once the request is approved, users in Tabs3 Accounts Payable or Trust Accounting can create an invoice and generate a check or electronic funds transfer (EFT).
The Check Requests Settings window in PracticeMaster allows you to optionally configure a threshold at which a check request must be reviewed. An advanced option is available to set additional thresholds for which users can review requests, based on the amount. To access the Check Request Settings window, in the PracticeMaster Quick Launch search for and select “Check Request Settings.”
The Check Requests window in PracticeMaster allows users to enter their requests, as well as allows those who can review check requests to approve or deny them. To access the Check Requests window, in the PracticeMaster Quick Launch, search for and select “Check Requests.”
The Check Requests window in Trust and AP shows approved requests and allows users to create Trust Transactions or Invoice/Manual Check entries based on the check request. To access the Check Requests window, in the Trust or AP Quick Launch, search for and select “Check Requests.”
New access rights to Add Operating Check Requests, Add Trust Check Requests, Delete Other Users’ Check Requests, Review Operating Check Requests, Review Trust Check Requests, and Allow Self-Approval of Check Requests have been added. For additional information, see KB Article R11818, “Access Rights.”
This feature is available in Version 2023. For more information about check requests, see KB Article R11923, “Tracking Check Requests.”
Are you ready to update to Version 2023? Check out all of the new features that are available in the What’s New in Version 2023 video!
You won’t want to miss out on new features like the Tabs3 Client Portal, Check Request, and updates to Tabs3Pay and Tabs3 CRM. This video will show you these powerful new features and how you and your firm can benefit from updating to the latest version.
Watch this two-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
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! This allows those customers to view their current balance and billing history. When combined with Tabs3Pay, clients can submit electronic payments that automatically apply towards their current balance due.
Setting up a client portal for the firm is performed in the Tabs3 Connect Administration window of System Configuration. Once a manager enables the portal and configures the web address, invitations can be sent to the firm’s clients. (Note: Tabs3 Connect must show “Connected” to enable the client portal; see KB Article R11480, “All About Tabs3 Connect,” for more information on configuring and using Tabs3 Connect.)
Configuring access to the client portal is done in the Client Portal Settings window, which can be accessed from the Tabs3 Billing Matter Manager, Client Information window, Contacts list, or Contact Information window. When starting from a client, you can select contacts to access that specific matter; when starting from a contact, you can select which matters the contact has access to.
A new access right for Client Portal Settings has been added. For additional information, see KB Article R11818, “Access Rights.”
For more information about the Client Portal, see KB Articles R11919, “Configuring the Tabs3 Client Portal,” and R11920, “Using the Tabs3 Client Portal.”
Did you know that if you are currently on Version 2020, 2021, or 2022, updating to Version 2023 is as easy as checking for updates?
Version 2023 only requires you to use the Check for Updates feature (In the Quick Launch, search for and select “Check for Updates”) if you are already on Version 2020 or later. No separate conversion to run, DFICs, or other steps. This makes it easier than ever to be on the latest version!
Version 2023 has some great new features to check out!
Tabs3 Platinum Software Highlights
- Client Portal – We’ve added a client portal to Tabs3 Billing that allows selected clients to access their current balance and billing history with any web browser. When combined with Tab3Pay, clients can submit electronic payments that automatically apply towards their current balance due.
- Check Requests – A check request feature has been added to the software allowing you to enter, track, and review requests for reimbursements via PracticeMaster. Those check requests can then be used to create an invoice and generate a check or electronic funds transfer (EFT) in Tabs3 Accounts Payable or Trust Accounting.
- Outlook Recurring Event Synchronization – Enhanced the Microsoft 365 Exchange Connector so recurring events created in Outlook will synchronize with the PracticeMaster calendar.
PracticeMaster Highlights
- Tabs3 CRM – Easily track and manage potential client leads with Tabs3 CRM (client relationship management). Tabs3 CRM is an add-on service that will help your firm build your business with customized intake forms and marketing automation. Once your firm is ready to take on the client, you can easily create a client in PracticeMaster using an import process. Additionally, the PracticeMaster Conflict of Interest Search can optionally check leads in Tabs3 CRM for conflicts.
- Contact Categories – A new access right has been added allowing you to control who can add new Contact Categories. Contact Categories are used in the Contact file to classify contacts by type such as attorney, judge, opposing counsel, etc.
Tabs3 Software Highlights
- Simplified Update – Beginning with Version 2023, any necessary data conversions are done automatically during the installation. This means you don’t need to perform additional steps prior to using the software, greatly simplifying the update process. Furthermore, if you are currently on Version 2020 or later, updating to the latest version can be done with a single installation.
For in-depth information on all of the new Version 2023 features, including screenshots, refer to Knowledge Base Article R11925, “Version 2023 Introduction to New Features.” A list with links to all Version 2023 information can be found in R11927, “Version 2023 Information and Resources.”
To download Version 2023, visit Tabs3.com/update or contact your local consultant.
