PDF’s Made Easy in Tabs3 & PracticeMaster

Did you know that selecting “DropBox” in the print dialog automatically creates a PDF file that is immediately ready to email?

Try it!

Find something to print (I’m using the Recap of Hours Report)

Click on “DropBox” from the print dialog box

Click on OK

When the DropBox appears, click once on the listed item

Then click on the envelope icon on the toolbar to open Outlook – the document will be attached

NOTE: If the DropBox does not appear or if it goes away, look for the icon in your system tray

NOTE: You can rename the file by right-clicking (ie. John Berk Statement No. 12345.pdf)

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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