Highlights of What’s New in TABS III,
GLS, APS and TAS Version 9
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.