In the Platinum SQL edition, users can now be linked to their Windows account. Using Windows Authentication instead of passwords allows an easier, more secure, logon experience.
For additional information about using a Windows account, see KB Article R11935, “Using Windows Authentication to Log in to Tabs3 Software.”
Tip: Now that User IDs can be associated with a Windows account, you can use the Windows Task Scheduler to automatically log into Tabs3 Software and perform tasks (such as Data File Integrity Checks) while maintaining security for all users. Additional information about using a Startup Option can be found in KB Article R11034, “Automating Tabs3 Software Maintenance Tasks” or the Help included with Tabs3 Software.
Tabs3 Connect can now be installed as an app from tabs3connect.com and runs seamlessly on any device. As part of these improvements, the timer has been moved to the new control toolbar at the bottom of the application. While scrolling in Tabs3 Connect, this toolbar is temporarily hidden, but is shown again when scrolling back up or transitioning to a new window.
Knowledge Base Article R11958, “Using the Tabs3 Connect App,” provides steps to install Tabs3 Connect as an app and frequently asked questions.
For steps to install Tabs3 Connect, as well as additional information, see KB Article R11480, “All About Tabs3 Connect.”
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”
You can now configure Tabs3 Billing to email statements using a Microsoft 365 account with an Exchange Online server. This new sending option allows you to send statements without the need to install Outlook on the workstation or configure SMTP access. The Microsoft 365 option is configured in Customization.
When configuring an account, you will be prompted to grant permissions for Tabs3 Software Email. Once accepted, you are ready to send statements.
Additional information about sending email statements from Tabs3 Billing can be found in KB Article R11913, “Emailing Tabs3 Billing Statements.”
Version 2024 has some great new features to check out!
Tabs3 Platinum Software Highlights
- Added the ability to link your Tabs3 User ID to your Windows user account. Once you log into Windows, you can launch Tabs3 Software without having to enter another password. This allows you to use the Windows login security to ensure that only the associated user can access Tabs3 Software. (Requires Platinum SQL and an Active Directory Domain Server)
- Improved performance when refreshing or rebuilding PracticeMaster search indexes.
- Added the ability to schedule PracticeMaster search index rebuilds.
- Added the option to send an email notification when a search index rebuild fails or succeeds.
- Added the ability in PracticeMaster to rebuild the Conflict/Contact index file (used for Conflict of Interest Searching) while other users are in the software.
- Simplified the process of managing SQL ODBC access rights for users.
Tabs3 Billing Highlights
- Added new configuration options for Tabs3Pay payment links and request trust deposit links:
- Added the ability to specify if overpayments are allowed.
- Added the ability to specify if payments can be made by Credit Cards and/or eChecks/ACH.
- Made multiple improvements to the Tabs3 Billing Matter Manager:
- A final statement can now be updated by clicking the “1” badge in the Work-in-Process tile.
- Added a Perform Split Billing link to the Take Action pane. This link is only displayed when viewing the main Split Billing client.
- Added an Adjust Flat Fee Amount link to the Take Action pane. This link is only displayed when viewing a Flat Fee client.
- Added NetDocuments integration, allowing client information to be pushed to NetDocuments. This feature requires PracticeMaster Basic.
PracticeMaster Highlights
- Added the ability to synchronize event attendees from Outlook to PracticeMaster (when using the Microsoft 365 Exchange Connector).
- The Document Search index no longer needs to be rebuilt when a Renumber Client or Change Key Type is performed.
- Added the ability to select specific Journal record types when running a Conflict of Interest Search.
Tabs3 Trust Accounting Highlights
- Added new Positive Pay configuration options to support Wells Fargo Bank.
- Added new configuration options for Tabs3Pay payment links and request trust deposit links:
- Added the ability to specify if overpayments are allowed.
- Added the ability to specify if payments can be made by Credit Cards and/or eChecks/ACH.
Tabs3 Accounts Payable Highlights
- Added new Positive Pay configuration options to support Wells Fargo Bank.
Tabs3 Taskbill
- Added an option to export invoice attachments from Tabs3 Accounts Payable (AP) for costs included on a statement.
For in-depth information on all of the new Version 2024 features, including screenshots, refer to Knowledge Base Article R11947, “Version 2024 Introduction to New Features.” A list with links to all Version 2024 information can be found in R11949, “Version 2024 Information and Resources.”
To download Version 2024, check for updates via the Quick Launch by searching for and selecting “Check for Updates” or via the Help | Check for Updates menu option, or contact your local consultant.
