What’s New List for Version 15.2
of Tabs3, PracticeMaster, and Tabs3 Financial Software

New Excel Output Capability

Added the ability to save any report to an Excel file (XLS or XLSX).
Optimized many reports for Excel output, as listed at the end of this document.

New Copy List to Clipboard

Added the ability to copy records from any list to the Windows clipboard (Ctrl+C). The output is optimized for Microsoft Excel and Word formatting, but can be pasted (Ctrl+V) into any program.

Improved Print Dialog

Revised the Print Dialog window to allow files to be automatically opened after being saved. For example, if you save a report to an Excel file and select the new Open File after Save check box, the file will be saved to your designated location and opened automatically in Excel.

Expanded Autofill Capabilities

As you enter characters into any lookup field, a list of possible choices matching the characters entered will be displayed, allowing you to easily select the entry you want to complete the field.

Improved DropBox

When exiting the software, a message is now displayed if files are still present in the DropBox.

Tabs3 Changes

New Top Client Report

Added a new Top Client Report that lets you print a report of your top clients in Tabs3 based on your preferred criteria.
Include up to seven amount columns from work-in-process information, billed information, a combination of work-in-process and billed information, write offs, paid information, unallocated payments, and current amount due.
Select the number of top clients or matters, the desired time period, and the ranking column.
Sort by category or primary, secondary, originating, or working timekeeper to create separate top client lists for each category or timekeeper.
Optionally include percentages for each matter or client for individual sort and grand totals.
Optionally include a total amount for clients not included on the report for comparison purposes based on the ranking criteria.
Optionally use fee compensation amounts when sorting by working timekeeper.

Enhanced Batch Statements as PDFs

Added the ability to generate batches of statements as individual PDF files.

Statement Options

Reorganized the Options tab of the Generate Statements program to ease workflow and allow for additional options when printing statements.
Changed how statement numbers print on cover statements when using the Statement Designer.

Enhanced Write Off Options

Added the ability to write off a specific timekeeper on a single statement.
Added the ability to write off a specific portion of the entire balance. For example, you now have the ability to easily write off all Finance Charge for the entire balance.
Added the ability to write off a specific amount for a specific timekeeper.

Improved Summary Work-In-Process Report

Credits now print as separate line items and are no longer combined with payments.
The Fee, Expense, and Advance columns now show work-in-process before credits, total credits, and subtotals.
The Hours to Bill column now shows work-in-process hours, total credit hours, and a subtotal.
The Current Balance column now shows the balance before credits, total credits, and balance after credits.

Improved Fee Compensation Rules Report

Added a new option that provides the ability to print a report of clients with no Fee Compensation Rules defined, thus making it easy to identify which clients do not have rules.

Cash Receipts Report

Added the ability to include the Receipt Type on the Detail Cash Receipts Report to make it easy to identify whether a payment is cash, check, credit card, client funds, or other. When this option is selected, a new Type/Check # column prints on the report.

Payment Adjustment Program

Added the Receipt Type to the Payment Adjustment window. When a credit card payment is selected, clicking the button to the right will open the Credit Card Information window.
Reorganized the information on the window for ease of use.

PracticeMaster Changes

New Find and Replace

Added a new Find and Replace feature that can be used to find and/or replace text in individual records of a file. This feature provides the ability to:

§ Search all fields, or search only specific fields.

§ Search all records in a list, or search only highlighted records.

§ Search partial words, or search only whole words.

§ Optionally match the case of the searched term.

§ Replace all occurrences at once, or replace occurrences one at a time.

§ Replace only the matching text, or replace the contents of the entire field.

Results are shown in a list with the found text underlined. You can easily open any record in the results list by double-clicking or highlighting the record and clicking the Go To Record button.
A count of results is shown.
When replacing text in multiple records, a log of all changes is shown and can be printed as a report.

New Client Inactivity Report

Added a new Client Inactivity Report that lets you easily identify clients and cases with no activity in a specified time frame. This report helps prevent cases from falling through the cracks and makes it easy to identify cases that should be marked inactive.
You can specify the period of inactivity as the last number of days, weeks, months or years.
Added the ability to load and save report definitions as well as designate a default report definition for this report.

New Word, Excel, and Adobe Plug-ins

Work with documents in Word, Excel, or Adobe Acrobat/Reader, and save them as Document Management records in PracticeMaster.
Create Journal, Calendar, and Fee records while working with a document in Word, Excel, or Adobe Acrobat/Reader. Fee records are then automatically synchronized to Tabs3 for billing purposes.
Use the PM Open button in Word, Excel, and Adobe Acrobat/Reader to open PracticeMaster and select a Document Management record to view or edit.
Use the PM Save button in Word, Excel, and Adobe Acrobat/Reader to add a new document management record, open an already linked document management record, or update the conflict of interest and document search indexes in PracticeMaster. Previously, once a document management record was created, any changes to the linked document were not included until the search indexes were manually rebuilt.

Improved Word Document Assembly

Creating Document Management records during Word Document Assembly now automatically includes the assembled document name.
PracticeMaster no longer needs to be open prior to creating templates in Word. The Word Document Assembly Toolbar buttons will launch PracticeMaster, and then initialize what they were designed to do.

Improved Calendar

When adding an event or task from the calendar and ALL is selected for the User, the default behavior has been changed such that the User/Group field defaults to blank instead of ALL for the new record.
(Version 15.1)

CompuLaw Calendar Plan Report

Modified the Calendar Plan Report so that the entire Comments field prints instead of the 128-character Description field for calendar plans created by the Generate CompuLaw Dates program.

Conflict of Interest & Document Search

Improved searching to allow searches for multiple occurrences of the same word.

Client Server Versions (CSV)

Lockout Notification in
Conflicting Activities Window

Added a new Notify button to the Conflicting Activities window that informs logged in users that a lockout has been initiated. Previously, logged in users did not know about the lockout until after attempting to start another task (or they were informed through other means). Clicking the Notify button immediately sends a message to all logged in users requesting that they exit the software (or return to the Task Folders) so that the exclusive task can be started. The Notify feature is only available in Client Server Versions (CSV).

eNote

Added a new Open PracticeMaster toolbar button to the eNote toolbar that restores the main PracticeMaster window. The eNote feature is only available in PracticeMaster Premier Client Server Version (CSV).
An eNote created using the eNotify feature now automatically includes select information based on the record from which it was created. The fields added to the message differ depending on the record type.

Tabs3 Accounts Payable Software (APS)

1099 Report, Forms, and Disk File

Simplified the 1099 output options by removing the Data Source option. Amounts are now retrieved from the invoice file, thereby eliminating year-to-date timing issues that occurred with using the Vendor Analysis Totals.

Excel Output to File

All reports can be output in one of two Excel formats: Excel 2007 (*.xlsx) or Excel 97-2003 (*.xls).
A Remove Formatting when Saving to Excel check box has been added to the Advanced Printing Features window. This option is selected by default and will remove all font size adjustments and styles (i.e., point size changes, bold, red, italics, and gray text), number formatting (i.e., commas, percent signs, trailing zeros, and currency), gray and black lines, and shading.
Saving a report to Excel without previewing it will save the report without subsequent page headings.
Use the Excel option when you want to manipulate the data in a spreadsheet. Otherwise, use the PDF option when you simply want a formatted report.
When saving an Excel report to the same file name, instead of overwriting the file, the new report will be saved to a new worksheet in the existing Excel file, thus making it easy to save monthly reports in the same Excel file in different worksheets.
Additional information regarding the new Excel output feature can be found in KB Article R11280, “All About Outputting Tabs3 and PracticeMaster Data to Excel” (www.support.tabs3.com).
The following reports have been optimized for Excel output:

Tabs3

· Allocated Payments Report

· Cash Receipts Report

· Client Ledger Report

· Receipt Allocation Report

· Timekeeper Analysis Report

· Timekeeper Realization Report

· Top Client Report

· Transaction File List

· Unallocated Payments Report

· Data Entry Lists (Fee, Cost, Payment, and Client Funds files)

· All Tabs3 Report Writer reports

PracticeMaster

· All PracticeMaster Report Writer reports

· Client Inactivity Report

Tabs3 General Ledger (GLS)

· Balance Sheet

· Budget Report

· General Ledger Report

· Income Statement

· Journal Report

· Trial Balance Report

· Data Entry Lists (Journal file)

· All GLS Report Writer reports

Tabs3 Accounts Payable (APS)

· Data Entry Lists (Invoice/Manual Check file)

Tabs3 Trust Accounting (TAS)

· Data Entry Lists (Trust Transaction file)