Highlights of What’s New in Version 11 of
All Tabs3 & PracticeMaster Software Products 

All Systems 

• Easier logon requires User ID and Password only when the first system is started (i.e., you only need to logon once for all systems per workstation). 
• Added the ability for any manager to lock out all users from all software so the manager can perform exclusive tasks. 
• Added mouse wheel support to all Lookup windows and the Preview window. 

Improved Data Entry 

• Redesigned the data entry windows to enhance data entry and editing capabilities. 
• Redesigned the client data entry program in Tabs3 and PracticeMaster to be more intuitive, better organized, and provide a better flow of information. 
• Added the ability to display a ledger of transactions at the bottom of the transaction data entry window making it easy to view and edit transactions (i.e., fees, costs, invoices, journal entries, etc.). Various totals are shown at the bottom of the list. Double-clicking an item in the list automatically retrieves that transaction in the data entry form. 
• Added User ID and Date Entered fields to fees, costs, payments, journal entries, trust transactions, invoices, etc. for audit purposes. 
• Added support for international phone numbers along with Phone Dialer support for the Microsoft Outlook phone number format. 
• Increased the e-mail field length. 

Greatly Improved Report Format 

• Added system-wide support of proportional fonts for reports and statements. 
• Added the ability to include an optional footer with the date and time and optionally include user initials. 
• Various reports were completely redesigned to make the reports more readable. Techniques employed include use of black and gray lines; bold, italics, and gray text; gray shading of key information; and larger and smaller fonts than the base font. 
• Added portrait and landscape orientation options to various reports. 
• Added the ability to show commas in all numeric fields. 
• Improved drill-down editing capabilities. 
• Added a Refresh button to the Preview window providing the ability to refresh the data displayed in the Preview window. 
• Four-digit years are displayed in all date fields. 

Tabs3 Highlights 

• Added the ability to track both Hours Worked and Hours to Bill in the fee data entry program, thus providing better reporting capabilities as well as the ability to write-up or write-down hours. 
• New Statement Designer lets you customize statements by allowing you to position images, text and data. 
• New Cost Rate tables let you easily customize rates for cost transactions by individual matter and client. 
• Added the ability to configure up to 50 custom fields in the client file. 
• Increased the length of Miscellaneous Lines 1-3 in the Client file from 35 to 50 characters. 
• Added Rate and Units fields to the Cost file. 
• Added the ability to specify 6 new hourly rates with an associated effective date. 
• Improved the handling of page breaks in statements. 
• Added the ability to sort clients in descending balance due order in the Accounts Receivable reports. 
• All columns on the Transaction File List are optional. Added the ability to include GLS information for costs and payments. 
• The Write-Up/Write-Down Report has an option to include the number of hours written-up or down. 
• Free copy of PracticeMaster Basic included with every Tabs3 Version 11 system. 
• Major redesign implemented in the following reports: Transaction File List, Detail Accounts Receivable Report, Summary Accounts Receivable Report, Recap of Hours Report, Client Ledger Report, Detail Work-in-Process Report, Summary Work-in-Process Report, Timekeeper Productivity Report, Category Productivity Report, and more! 

PracticeMaster Highlights 

• Increased the number of indexes allowed for all files to a maximum of 20. 
• Increased the number of Related Party Categories that can be assigned to a Related Party from 4 to 8. 
• Conflict and contact searches can now include e-mail, user and phone fields. Added the ability to include a “.” (period) in the search criteria. 
• The Calendar Code Lookup window displays each record using the background and foreground text color assigned to each calendar code. 
• Two-way Contact synchronization with Outlook. 
• Added the ability to display the weather or a map for a client or related party. 
• Integration with CompuLaw Court Rules lets you automatically generate PracticeMaster Calendar Plans using CompuLaw’s Court Rules Database software. CompuLaw maintains sets of court rules for state and federal jurisdictions across the country. Subscribers to CompuLaw’s Rule Sets receive updates from CompuLaw whenever there are changes to the subscribed Rule Sets. 
• Improved QuickBooks integration. 
• Improved WORLDOX integration provides a new option for searching WORLDOX documents without requiring conflict of interest searching. An Import feature makes it easy to create PracticeMaster document management records from WORLDOX document records. 

Improved Spell Checking 

• Added a “spell check as you type” feature. 
• Technical and legal dictionaries are now provided with the software. 
• Auto spell checking when saving transactions is now configurable at the workstation level vs. the system level. 
• Added the ability to ignore Internet domain names. 
• Added Undo capabilities. 
• Administrator rights are no longer required to spell check on a Windows NT/2000/XP workstation. 

Integration Highlights 

• Tighter integration with Tabs3, GLS, APS and TAS includes: 
• Changes and deletions of Tabs3 costs and payments are passed to GLS. 
• Payment refunds and reversals in Tabs3 are passed to GLS. 
• Write-ups and write-downs of costs in Tabs3 are passed to GLS. 
• Changes and deletions to unpaid APS invoices can be easily made in Tabs3 at the same time. 
• Improved accrual integration features with Tabs3 and TAS allow posting journal entries to GLS for Tabs3 accounts receivable, work-in-process, client funds, and TAS bank account balances. 
• Improved integration with QuickBooks allows for integration of fees, costs and clients in Tabs3 when using QBXML and PracticeMaster. QuickBooks integration can be controlled at the tcode level as well as the client level. Reversing or deleting payments in Tabs3 will create reversing entries in QuickBooks. The following Tabs3 programs will now create entries in QuickBooks: Merge Data Capture Device Transactions, Merge Tabs3 Remote Transactions, Tabs3 cost transactions created in APS, and Tabs3 Palm Costs. 

GLS Highlights 

• Added the ability to select accounts by name. 
• Added a Batch Number field to the Journal Entry data entry program making it easier to change and delete journal entries in the same batch. 
• Added the ability to include a running balance on the General Ledger Report. 
• Added the ability to track last year’s budget figures as well as the current year’s budget figures for each account.  Income Statements and Budget Reports can include last year’s budget figures. 
• Added drill-down editing capabilities to the reports. 
• Added the ability to add or change a journal entry during Check Reconciliation. 
• Changed the Check Reconciliation program to no longer be an exclusive task. 
• GLS data files are now ODBC capable. 
• A new “Post Tabs3/TAS Accrual Balances” program can be used to create accrual journal entries in GLS based on balances from Tabs3 accounts receivable, work-in-process client funds, and/or TAS bank accounts. For Tabs3 balances, the journal entries can be firm-wide or by primary timekeeper and are broken down by fees, expenses, advances, and finance charge. For TAS bank balances, the journal entries are firm-wide for each specified bank account. 
• Tabs3 General Ledger Custom Report Writer is now available in a new improved Windows version. 

APS Highlights 

• Increased the number of bank accounts from 9 to 99. 
• Added the ability to immediately print a check when entering an invoice. 
• Improved GLS integration allows unlimited GLS journal entries for each invoice. 
• Added an e-mail field to the Vendor file. 
• APS data files are now ODBC capable. 
• Option to include Tabs3 cost information on the following APS reports: Invoice by Vendor Report, Invoice by Voucher Report, Cash Requirements Report, Pre-Check Register, and Check Register. 
• Added a Do not show again check box on the Print Test Pattern message box. 

TAS Highlights 

• Increased the number of bank accounts from 9 to 99. 
• Added the ability to periodically post GLS accrual journal entries for TAS bank account balances to specified GLS accounts. 
• Added a Do not show again check box on the Print Test Pattern message box. 

System Configuration Highlights 

• Added the ability to rename a User ID to a new User ID. 
• Added the ability to reassign a User ID to an existing User ID. 
• Added the ability to mark a User ID as “inactive”. 

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