TABS III Version 9 April 2000 Enhancements

The following enhancements to TABS III Version 9 are available in the April 2000 release.

• Fee Description - Added dynamic resizing of the Fee Description field when the Fee Data Entry window is resized thereby allowing more description to be seen. 
• Option to Use Monospaced Fonts in Description Fields - Also added the ability to specify the font and font size that will be used to display the description. Specifying a monospaced font makes it easy to line up description text that contains columnar data. Details regarding how to change the default font can be found in the updated help file under the keyword "Description".
• Report Suites - Added the ability to specify a Base Date when a Report Suite is run. All report definitions in the suite will use the Base Date instead of the system date for determining the date variables for the beginning and end of month and the beginning and end of year. This makes it possible to run report definitions for the previous month without having to change the system date. As a result of this change, date variables are saved when specifying the first or last day of the current reporting month as opposed to the system date.
• Undo Updated Statement - Added the option to adjust the current reporting month productivity when undoing an updated statement. Previously it always backed out the productivity from the Original Reporting period. Also added a message to make a backup before running this program.
• Checksum Figure on Verification Lists - Added the checksum figure back to the Fee, Cost, Payment and  Client Funds Verification Lists that was in prior versions of TABS III. This figure is a total of all client numbers and can be used to verify whether all fee entries were added to the correct clients. This feature is only available when using a numeric Key Type.
• Cash Receipts Report - Reduced processing time.
• Recap of Hours Report - Reduced processing time of this report when utilizing assigned timekeepers.
• Client Manager Startup Parameter - Added a special startup parameter named "/Manager" that allows the Client Manager to automatically be opened when TABS III is started. For example, changing the properties of your TABS III startup icon to use a Target of “C:\STI\WTABS.EXE /MANAGER” will cause the Client Manager to automatically be opened when TABS III is started. (Note: You will need to replace the “C:\STI” portion with the path where TABS III is installed on your system.) Complete details regarding how to add a startup option can be found in the updated help file under the keyword “startup options”.
• 2nd Timer Warning - A message will be displayed if a fee timer is started while another timer is already running.
• Text Macro - Auto Text Expansion status is now saved in the workstation's STI.INI file instead of being saved for the current session only.
• Text Macro on Status Bar - The word MACRO now shows on the status bar when Auto Text Expansion is enabled.
• Transfer Transactions - Added a confirmation message when transferring "A/R and Ledger" to help avoid accidental transfers. This message also serves to remind the user that all history and ledger records will be transferred.
• Log File for System Resets - Added a log file that tracks which user performed the reset, which user was reset, which system was reset, and the date and time that the system was reset. This file, named reset.log, is accessible via any text editor such as Windows' Notepad or WordPad.
• Reset User - Added a confirmation message to the Reset Users program to help avoid accidental resets.
• Edit Client Ledger - Added an Apply button to the Edit Client Ledger program that includes detail for payment and write off records as well as statement records with credit transactions. This button tracks how these records are applied by statement by record type. 
• Rebuild Client Ledger Detail - Added an option to the Rebuild Client Ledger Detail program to recreate the detailed client ledger information that tracks information for write offs, payments and credits.
• Additional Checking in Reversal Programs - Changed the Undo Updated Statement, Reverse Write Off and Payment Adjustment programs to compare the new client ledger detail information with the original information. Reversing the statement, write off or payment will not be allowed unless they balance.
• Fast Access Mode - Single user systems can now disable Fast Access Mode and have that setting saved in the STI.INI file instead of for the current session only.
• Merge Remote & Merge Data Capture Transactions - After merging remote data, you will now be given the option of keeping or deleting the import data files if errors were encountered. Previously, the files were not deleted if errors were encountered.
• Receipt Allocation by Invoice - A client’s Receipt Allocation by Invoice option cannot be changed unless the client has no balance due in fees, expenses or advances and the client has no write offs, applied payments or credits. Previously, the option could not be changed unless the client had no balance due in fees, expenses or advances. (TABS III was also changed so that new systems will default to having this option enabled.)
• Update Statements - Changed the program to process Windows messages outside of the current application so that it doesn't appear that the program is frozen in situations where there are a large number of transactions to be updated or a slow network is being used.
• Backup/Restore - The restore process checks for locked files before proceeding and will not restore if there is a locked file (i.e., in use by a workstation). The restore process has also been changed to indicate which file is locked should this situation occur. 
• Client Funds - Changed client funds automatic payments so credits in the Previous Balance are taken into consideration when determining the exact automatic payment amount.
• Amicus Integration - Added client/case integration with Amicus case management software.