Archive for October, 2017

Save the Date for the Forum!

Mark your calendar – dates for the 2018 Forum are set! The Forum will be held Friday April 20, to Saturday April 21 at the Embassy Suites in downtown Lincoln. Take this opportunity to learn more about Tabs3 Software, share ideas with fellow consultants, and meet a large part of the Tabs3 staff. You’ll be glad you came!

Do you have an idea for a session you would like to attend, want to present one of your favorite topics? Submit your suggestions to Myrna Johns at [email protected].

New & Improved Taskbill Documentation

We are pleased to announce that we have updated our Taskbill documentation. Previously, instructions for each Taskbill format were in separate documents. Now, all instructions have been combined into a single, easy-to-use Knowledge Base article. Although you still have access to the online help provided with Taskbill, this new article includes everything you need to know in one place.

In Knowledge Base Article R11737, “Configuring and Using Taskbill,” you can now select the Taskbill format instructions you want to view from either a list of known organizations, or by the name of the format. Once a format is selected, tailored step-by-step instructions with screenshots are displayed that walk you through how to configure the format in both Taskbill and Tabs3, how to enter time in Tabs3, and how to export statements from Taskbill using the selected format.

Take a quick look at this new article so you are familiar with it when you need it!

Client Notes Added to Tabs3 Statement Designer

Client Notes now available in Statement DesignerWe recently added the ability to use the Client Notes field in the Tabs3 Statement Designer. Having the ability to include the Client Notes field on the form layout provides greater flexibility when customizing statement and cover statement templates for clients (Version 18.1.4.793 and later).