TABS III Highlights

• New programs to reprint an updated statement, undo an updated statement and unbill a final statement.
• New program to automatically transfer accounts receivable from one matter to another.
• New program to reverse write offs.
• New Task Based Billing data entry and reporting capabilities.
• New Client Manager allows you to customize and launch up to 10 of the most commonly used client-related functions from the same window.
• New Statement Templates simplify setting up statement formats for clients.
• Additional Statement Notes.
• New Report Suites. Report Suites are groups of user-defined report definitions that allow a series of reports to be run after a specified period of time has elapsed or at a specific time.
• New Location field in the client file allows reports and statements to be generated for specific office locations.
• New Text Macros. Used to speed up data entry by automatically replacing the macro with user-defined words or sentences.
• New Pre-Bill Tracking. Used to track the status of individual draft statements, final statements and/or WIP reports. This feature makes it a snap to track which pre-bills have been finalized, which pre-bills haven’t been returned, and which pre-bills are "on hold." You can quickly print a batch of statements for all clients whose pre-bills are marked as reviewed.
• New threshold billing option to prevent clients from being billed unless their work-in-process exceeds a specified amount.
• Improved Security. Clients can be designated as secure clients. Users can be assigned to TABS III timekeepers so the user can only access those timekeepers’ clients and transactions.
• New Timekeeper Profitability Report.
• Write Off Reports were created by adding options to the Client Productivity Report, Client Ledger Report and Client Billing Summary to include write off information only.
• New Graphing capabilities. Up to 14 different types of graphs including pie charts, bar graphs and line graphs.
• New text formatting features such as bold, italic and underline attributes.
• The Main Task Folder is now customizable for each workstation.
• Added Client Funds that can be used to maintain a separate accounting of client funds for retainers, trust funds, escrow funds, etc.
• Added an Apply Payment To Multiple Matters button in the Payment program that can be used to apply a single payment to all of a client’s matters with outstanding balances.
• TABS III client numbers can be numeric, alpha or alphanumeric (mixed). However, integration with CM-III, CDS and certain cost recovery systems require numeric client numbers.
• Added a new program that can make a temporary backup of the data files. (There is also a restore option.)
• Data files are ODBC capable (Open Database Connectivity).
• Each workstation can now have a default report printer, default draft statement printer, default final statement printer, default APS check printer, and default TAS check printer.
• Statements now show letterhead or use the Heading Font when previewing.
• In Conflict of Interest Check, added the ability to use wildcards in search values, perform phonetic searching, and use the "[" and "]" characters to limit the search to specific characters or a range of characters. Conflicts are shown with the matching search values underlined on the report.
• Added the ability to integrate with 3Com’s PalmPilot in conjunction with Advanced Productivity Software’s DTE InHand for TABS III time entry software.
• Changed the functionality of various programs in the multi-user version of TABS III. Most noticeably, the Update Statements, Client Rate Tables, Renumber Clients and Change Client Options programs no longer require exclusive access.

GLS Highlights

• The Journal Entry Lookup window was changed so that journal entries are displayed in reverse order (i.e., the most recent entries are shown at the top).
• Added the ability to select a default GLS client using the Select Different Client window. The default client can be specified for each workstation.
• Added an option to the General Ledger Report to start each account on a new page.
• The column heading on an income statement now uses the three-character abbreviation for the month instead of MTD.
• GLS now integrates with the Pensoft and PC-Payroll software packages from Peninsula Software. The new Post Pensoft/PC-Payroll Data program in GLS allows you to post payroll journal entries created by the Pensoft or PC-Payroll modules to STI's General Ledger System. Peninsula Software of Virginia can be contacted at 800-432-5532 or on the Internet at www.pensoft.com.

APS Highlights

• The Invoice and Manual Checks programs have been combined into one program.
• The vendor’s address is now displayed when adding an invoice/manual check, thus making it easy to verify the address.
• Added the following enhancements to the Check Register:
• – the ability to specify a range of check numbers;
• – an option to include manual checks only, printed checks only or both; and
• – an option to include or exclude voided checks.
• Changed the Invoice by Vendor List so that invoices for miscellaneous vendors are sorted by miscellaneous vendor name instead of invoice number.

TAS Highlights

• Added an option to print the trust account name on checks in the check printer configuration.
• A warning now appears when the trust balance goes below the desired minimum when adding a trust transaction.
• Added an option to print the current trust account balance or the balance as of a specified date on the Trust Account List.
• Added an option to print the date of the last deposit, the last check date and check number, and last EFT date on the Trust Account List.
• Added the ability to exclude zero balance trusts, include only active trusts and print subtotals only on the Client Trust Ledger.
• Added the ability to include a running balance and include or exclude voided checks on the Check Register by Check Number.
• Added the ability to specify a cut off date for Bank Account Reconciliation.
• Added a reminder message that asks you if you want to print a Bank Account Reconciliation Report before finalizing the reconciliation.
• Added the ability to specify a void date when voiding checks.

General Changes to All Systems

• The Main Task Folder is now customizable for each workstation.
• Added a toolbar button and Ctrl+T keystroke to display Task Folders.
• Added Close All and Minimize All menu options to the Window menu to close or minimize all open windows with the exception of the Task Folders window.
• Lookup windows were changed so that the selected record is shown in the middle of the list thus showing records both before and after the selected record.
• Changed the print job order from Last In-First Out to First In-First Out.
• Added a Fit to Window option in the Zoom dialog box allowing the software to automatically select the appropriate font size based on the report width and the current Preview window.
• Added a First and Last button to the searching capabilities in the Preview window.