Assign Timekeeper (Tabs3)

I have a new employee who will be entering data exclusively for a single timekeeper. Is there a way to limit this user’s access so that they can only enter time for the one timekeeper?

Yes, there is! You can assign timekeepers to a user via User Configuration in System Configuration. Assigning timekeepers restricts data entry to only those that are assigned.

To assign a timekeeper to a user:
1. Open System Configuration.
2. From the File menu, point to Open and select Users.
3. Select the desired User ID.
4. Select the Assign Tabs3/PracticeMaster Timekeepers check box.
5. Select the timekeeper to which this user needs access.
6. Press Ctrl+S.
Note: Keep in mind that while all transactions and productivity for other timekeepers will be excluded from reports run by this user, accounts receivable and billing information will not be affected.

For more information on how assigning Tabs3 Timekeepers affects report generation and other tasks, refer to Knowledge Base Article R11328, “Assigning Tabs3/PracticeMaster Timekeepers.”

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Archive or Upgrade Before the End of 2014!

Here’s your reminder that if you are using Version 16 (or prior) of the General Ledger you will want to do one of the following things before opening 2015:
1. Upgrade to Version 17
2. Schedule your yearly archive
Updates to the Version 17 General Ledger

The “Advance Current Posting Month” program has been eliminated. Journal entries can be posted for any period or limited to a specified time period. This means that you no longer need to archive GLS clients! Data entry processes such as entering payments in Tabs3 are no longer hindered by having to wait until the month is advanced.

You now have the ability to define a closing date that prevents any journal entries from being posted prior to the closing date (A), and define a number of days before and after the current working date for journal entries (B).

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Matter Manager – Everything You need at Your Fingertips

Matter Manager allows you to view detailed information on individual matters with quick access to commonly used programs from within a single window.

To start with Matter Manager, click File, and then select Matter Manager. Matter Manger will open and a drop-down menu will allow you to switch between recently selected matters, as well as the ability to view matters related to the client.

You’ll see the basic information and client contact information related to the matter, as well as quick access to other contacts linked to the matter. You can click the phone or email icons from the list of contacts to open the dialer or create a new email message.

You will see a list of all activity related to the matter. This list can be filtered and searched using the toolbar at the top of Matter Manager. You will also see an icon in the “Convert” column to open the “Convert to Fee” window for the particular record.

Matter Manager also has a Billing Summary pane, which gives you quick access to the typical client question, “How much do I owe you?”

Still on Version 15?
As a distant early warning, Tabs3 is ending support for versions 15.1 and 15.2 on June 15, 2015. If you are still running this older version, please contact me and we can discuss the best strategy to migrate to the new version of Tabs3 and take advantage of the latest features.

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Go Mobile with Tabs3 Connect

The new web app gives you access to Tabs3 and PracticeMaster from anywhere you have Internet access, but what does this mean for data security and what are some of the specific benefits?

Tabs3 Connect provides a web-based interface for viewing client, contact, calendar, journal, and other data. You can add or edit transactions from your mobile device, as well as access the Matter Manager, Alarms, and eNote functionality of PracticeMaster, from an Internet connected browser, iPhone, iPad or Android device.

For customers of the Platinum versions of Tabs3 and PracticeMaster who are enrolled in a maintenance plan, Tabs3 Connect is included with no extra fee.

Data In Sync
With Tabs3 Connect, you are always looking at live data. There is no need to wait for data to synchronize or download.

What is eNote? eNote allows you to send instant messages to people in the firm while you are on the go.

Security Considerations
The web application provides a way to access the information stored on your server, without making a copy to the mobile device or storing the data on the web. Tabs3 Connect encrypts the connection between the mobile device and your firm’s server. Some key points:

Your data is not stored on the mobile device, and is not stored on Tabs3Connect.com. Your data remains on your existing server.
All Internet transmissions are SSL encrypted.
Network vulnerability is not affected because no additional Web server needs to be installed or configured, such as Apache or IIS.
There are no firewall configuration changes required for most firms.
No apps are installed on your mobile devices.
Access rights assigned to users for Tabs3 and PracticeMaster apply to Tabs3 Connect.
You control which users can use Tabs3 Connect.
Users must use a strong password for access to Tabs3 Connect, and security measures are in place to protect against “brute force” attacks.
All logins, logouts, lockouts, and file downloads are automatically logged.

BYOD Friendly
Since Tabs3 Connect doesn’t require a special application or downloading sensitive data, people from your firm won’t mix personal contacts with work contacts on their devices. Same holds true with calendars and email accounts.

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Changes to Tabs3 and PracticeMaster in Version 17

There have been a lot of changes to Tabs3 and PracticeMaster Version 17. Read on for new features that will improve your day-to-day experience.

One Alarm Window
PracticeMaster Version 17 now manages alarms in a single window. Snooze all of the alarms at once, or individually select which notifications to dismiss or snooze. Minimize the alarm window so you can sort through the alarms later.

Better alarm integration with Outlook: snoozing alarms in either Outlook or PracticeMaster automatically updates the other program.

Seek and You Shall Find
The “List Text Filter” has been replaced with an all-new search feature. This makes searching all records much easier. You can search by a specific field or multiple fields.

Quick Views & Smart Tabs
Combine a filter, column layout and default sort with the new QuickViews feature. This gives you one-click access to see specific records in a specific way (i.e. MRB’s Active Cases). In addition, the new Smart Tabs give you another level of filtering by displaying a row of tabs at the bottom of the list that contain only the applicable records.

Updates to General Ledger
The “Advance Current Posting Month” program has been eliminated. Journal entries can be posted for any period or limited to a specified time period. This means that you no longer need to archive GLS clients! Data entry processes such as entering payments in Tabs3 are no longer hindered by having to wait until the month is advanced.

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How To Customize the PracticeMaster Main Menu

1. Click on Customize

2. Click on the icon that you would like to replace (note you cannot add additional icons); After doing so a list of programs will be displayed. The list is sorted by category and then alphabetically. It might be easier to navigate if you click on the “Description” header and sort that way.

3. Select the program that you would like to add to the menu and click on OK.

4. Click on Run

5. Answer “Yes” to save

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How To Adjust Printer Settings for APS Checks

To enable duplicate stub and additional fields follow the instructions below. See the next page for directions on how to change the check margins.

From the APS Main Menu Click on Setup | Print Setup and follow the numbered steps below.

To modify the check margins: From the APS Main Menu Click on Setup | Print Setup and follow the numbered steps below.

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How To Create a Screen Shot (in any software!)

Here’s a helpful tip. If you’ve ever spent time trying to hand write (or draw) a lengthy error message on your computer, or convey an idea to someone regarding something that you see on your computer monitor. It’s called a screenshot and it’s very simple to do.

Press the “Print Screen” button on your keyboard
1. It’s in the top right-hand corner of your keyboard – usually over the number pad
2. Nothing appears to happen when you press it
Open a clean MS Word document, or an e-mail
Right-click in the body of your new document or message and select paste

It’s that easy! I sometimes do this with my in-box and use it as a quick To-Do list.

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Assign Timekeeper (Tabs3)

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Archive or Upgrade Before the End of 2014!

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Matter Manager – Everything You need at Your Fingertips

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Go Mobile with Tabs3 Connect

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Changes to Tabs3 and PracticeMaster in Version 17

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How To Customize the PracticeMaster Main Menu

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How To Adjust Printer Settings for APS Checks

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How To Create a Screen Shot (in any software!)

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