Archive or Upgrade Before the End of 2014!
1. Upgrade to Version 17
2. Schedule your yearly archive
Updates to the Version 17 General Ledger
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.
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.
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:
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.
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.
3. Select the program that you would like to add to the menu and click on OK.
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.