Archive for category Knowledge Base

New KB Articles

New articles have recently been added to the Knowledge Base that you should check out.

R11933 – Accurate Legal Billing Integration

R11935 – Using Windows Authentication to Log in to Tabs3 Software

R11946 – Using Tabs3 Cloud with a Web Browser

R11955 – Tabs3 Websites

R11959 – Configuring and Using the Platinum Notification Center

New KB Articles

New articles have recently been added to the Knowledge Base that you should check out.

R11947 – Version 2024 Introduction to New Features

R11949 – Version 2024 Information and Resources

R11948 – Version 2024 Frequently Asked Questions

R11942 – New Outlook and Tabs3 Software

R11943 – Accessing the Platinum SQL Database via ODBC

R11938 – Configuring and Using Tabs3 Cloud with Citrix Workspace

R11941 – All About Tabs3 Cloud

R11953 – Using Tabs3 Cloud

R11954 – Using Fee Geolocation

New Knowledge Base Articles

New articles have recently been added to the Knowledge Base that you should check out.

R11918 – Importing Tabs3 CRM Leads in PracticeMaster

R11917 – Configuring and Using Tabs3 CRM

R11925 – Version 2023 Introduction to New Features

R11927 – Version 2023 Information & Resources

R11930 – Post Update Resources

R11919 – Configuring the Tabs3 Client Portal

R11921 – Troubleshooting the Tabs3 Client Portal

R11920 – Using the Tabs3 Client Portal

R11934 – Changing Banking Information in Tabs3 Software

R11926 – Version 2023 Frequently Asked Questions

R11928 – Third Party Integration Requirements (Ver. 2023)

R11923 – Tracking Check Requests

R11936 – Tabs3 CRM Resources

R11937 – Keeping Tabs3 Software Up To Date

R11939 – LexShare Resources

R11940 – Tabs3Pay Resources

New Marketing Videos and Knowledge Base Articles

New resources are available for you, clients, and prospects to learn more about added features:

Training videos have recently been added to our Version 2022 Video Library

New articles are available in the Knowledge Base you may want to familiarize yourself with:

  • R11915 – Scheduling Payments Using Tabs3Pay
  • R11907 – LexShare Integration via Outlook

New Knowledge Base Articles

New articles have recently been added to the Knowledge Base that you should check out.

  • R11905 – Requesting and Importing Tabs3Pay Online Payments and Trust Deposits
  • R11911 – Using and Customizing the Sample Email Templates
  • R11903 – Managing Platinum Services
  • R11906 – Using the LexShare Outlook Add-in
  • R11901 – LexShare Integration

Visit What’s New in the Knowledge Base to see all the most recently posted articles.

New Knowledge Base Articles

The following articles have been added to the Knowledge Base over the last few months.  You’re likely familiar with our “Moving Tabs3” articles but please note those listed below are new and specific to Version 2022.   

R11893 – IRS 1099-NEC Changes for Tax Year 2021

R11898 – Configuring the PracticeMaster Platinum Exchange Connector for Exchange Online / Microsoft 365

R11899 – Transitioning from a Local Exchange Connector to Exchange Online / Microsoft 365

R11900 – Tabs3 Accounts Payable Invoice Attachments

R11895 – Moving Tabs3 Software

R11896 – Moving Tabs3 Platinum Software

Recently Added Knowledge Base Articles

Below is a list of articles posted to the Knowledge Base between July 1st and September 30th.

R11880 – Version 2022 Introduction to New Features

R11881 – Messages During the Conversion from Version 2021 to Version 2022

R11882 – Tabs3 Software Post Conversion Information

R11883 – STCONV22.LOG Information

R11884 – Version 2022 Frequently Asked Questions

R11885 – Version 2022 Information & Resources

R11890 – All About the Conversion of Contact Information

Recently added Knowledge Base Articles

Below is a list of articles posted to Knowledge Base since the beginning of the year.  “Using Tabs3Pay in Test Mode” was specifically created for consultants who wish to test and demonstrate Tabs3Pay. 

R11873 – Electronic Payment Resources

R11869 – Configuring Tabs3Pay Integration with Tabs3 Software

R11871 – Tabs3Pay Frequently Asked Questions

R11872 – Processing Electronic Transactions Using Tabs3Pay

R11874 – Using Tabs3Pay in Test Mode

R11870 – Tabs3Pay Error Messages and Troubleshooting

R11875 – How to Locate the Current Working Directory

New Taskbill Resource

We are pleased to announce a new resource that makes choosing the correct Taskbill subformat easier for everyone. Knowledge Base Article R11769, “LEDES 1998B Subformat Information for Taskbill,” provides detailed information on the LEDES 1998B format, the fields it contains, and how those fields are modified by the numerous subformats. You can review this information by field (seeing which subformats modify each field) and by subformat (seeing which fields are modified by each subformat).

Be sure to refer to this article the next time a firm needs help selecting a LEDES 1998B subformat to use. You may be able to find an existing subformat that works for you.

Version 19 Introduction to New Features

A new article (Version 19 Introduction to New Features – R11744) has been posted to Knowledge Base pertaining to our upcoming Version 19 release. This article contains an introduction to new features including Theme Settings, Quick Launch, Tabbed Interface, Home Page and Font Changes. There are numerous screen shots in this article to help illustrate new features and functionality. You’ll also find a What’s New List for each individual program.  It’s a great way to learn about Version 19!

The most recently published articles can always be found on the front page of the KB under the New Articles section.