We recently received several requests from firms for information on how to import fees and costs into Tabs3 or PracticeMaster via an Excel spreadsheet. As a result, we’ve posted a new Knowledge Base article that provides detailed information on how to do this. Knowledge Base article R11724, Importing Fees and Costs Into PracticeMaster from Microsoft Excel, includes a great overview, a simple Excel spreadsheet format, and step-by-step instructions for using the PracticeMaster Import Data Wizard to import an Excel spreadsheet.

Although many of you are already familiar with the Import Data program, this article focuses solely on importing fees and costs into PracticeMaster, which are then automatically synchronized to Tabs3. Take a look at this article for yet another method of importing fees and costs into Tabs3 and PracticeMaster.

We recently posted a few new Knowledge Base articles on using Tabs3 in the Cloud and also updated an existing article. The following is a list of Knowledge Base articles that you may find helpful.

• R11722 – Tabs3 Cloud Options
  This article explains the different Cloud options available, provides easy to understand diagrams, and helps you determine the best Cloud solution for your firm’s needs.
• R11721 – Hosting Tabs3 Software in the Cloud
  This article provides reference information regarding using Tabs3 and PracticeMaster software in the Cloud in a hosted environment.
• R10436 – Comparing Network and Cloud Options for Tabs3 Software
  This article provides a simple comparison of LANs and WANs, compares network and transfer speeds, discusses the various Cloud options available, and compares their advantages and disadvantages.

Let us know if these articles are useful and what we can do to help you and your clients with using Tabs3 in the Cloud.

The following Knowledge Base articles have been significantly updated with new material. Take a look at these recently posted resources when you have time. You may quite possibly find new information that will help save you time.

• R10008 – Troubleshooting Performance Issues – Start here whenever a firm has performance issues. We have streamlined this article to include the most common issues that cause performance problems.
• R11637 – Network Performance Guide – This article discusses how to help diagnose speed-related issues with regards to using Tabs3 and PracticeMaster software in a networking environment.
• R10184 – Network Troubleshooting Guide – This article discusses how to deal with recurring network related errors when using Tabs3 and PracticeMaster software.

Troubleshooting performance issues and errors can be time consuming and frustrating. These newly improved articles will help you, your firms, and their IT departments narrow down causes in an efficient manner and help find a resolution as quickly as possible.

We recently updated our Network Troubleshooting Guide to help you more efficiently diagnose and troubleshoot network related issues. We find that it is not uncommon for network issues to be exposed when using Tabs3 and PracticeMaster software, thus leading many users to believe that the software is the problem, when actually in many cases, the problems are network or hardware related. This article has the information you need in one place and includes links to various other resources to help you and IT personnel know where to start with troubleshooting steps. Take a moment to familiarize yourself with the new and updated information in Knowledge Base article R10184 – Network Troubleshooting Guide.