• Data files are ODBC capable (Open Database Connectivity).
• Added drill-down capabilities to the client, fee, cost and payment files from the following TABS III reports thereby giving you the ability to edit data directly from the Preview window:
  • Detail Work-In-Process Report
  • Draft Statements
  • Fee, Cost & Payment Verification List
  • Detail Accounts Receivable Report
  • Summary Accounts Receivable Report
  • Accounts Receivable by Invoice Report
  • Transaction File List
  • Client List
• Added an incremental search feature to the Client Lookup window. You can now type a client number or Client ID and the list will advance to the first occurrence of the specified text.
• Access profiles replace the Group Configuration program from Version 9. Groups are a new feature that is now used in Case Master for calendaring, scheduling and e-mail purposes.
• An unlimited number of access profiles can be defined. Previously, there was a limit of 50 groups.
• Added the ability to save any printed output to an HTML file. This file can be attached to an e-mail thereby allowing the recipients to easily view the information using their Internet browser software.
• Expanded the allowable date range to 01/01/0100 through 12/31/9999.
• Added the ability to use the period key to increment a date and the comma key to decrement a date by one day.
• New Tip of the Day feature provides informational topics regarding TABS III. The topics are stored in a text file called T3TIP.TXT. This file can be edited which allows users to add their own tips.
• STI software now saves various default settings in the user profiles (such as the "Do not display again" check box in various message boxes). These settings can be reset to their default values by using the Reset Profile button.
• User IDs can now include characters other than letters and numbers.
• An unlimited number of users can be defined. Previously there was a limit of 999.
• Added a County field to Firm Information and a spelled out State field for integration with Case Master.

• Added a Hold/Print (H/P) column to the transaction lookup window to indicate the Status of each transaction.
• Added a Bill Code (B/C) column to the transaction lookup window to indicate the Bill Code of each transaction.
• Added the ability to print the detail of a single transaction while in the Fee, Cost, Payment or Client Funds program by clicking the Print button on the toolbar.

• Added the ability to configure whether the Budget Exceeded message should be displayed for the client during data entry.
• Added the ability to assign separate access rights to Browse Client Notes and Edit Client Notes. Previously these rights were combined with the other Client Information access rights.
• Increased the maximum size of the Threshold Billing figures from 9,999.99 to 99,999,999.99.

• A single mouse click on the new "Case Master" button switches to STI’s case management software Case Manager allowing you to view current case information and access any Case Master feature for the selected client.
• Added a Refresh button that will check for updated information on demand.

• Added Quick Fee & Quick Cost Data Entry programs that streamline the entry of fee and cost transactions. A "Rapid" button toggles to the quick program and a "Detail" button toggles to the standard data entry program.
• Added the ability to assign access rights to the detail fee and cost data entry programs. This gives you the ability to restrict certain users from changing fields that are not shown for the Quick Data Entry programs.
• The Budget Exceeded warning message can be configured at the client level.
• The Budget Exceeded warning message will not be displayed unless the budget amount is greater than zero. Previously it would be displayed if the hours were greater than zero.

• When a Statement # is specified for the payment to apply to, then the accounts receivable for that specific statement is displayed. Previously, the total accounts receivable for the client was always displayed.

• Added the ability to create and use Report Definitions for the verification lists.

• Added the ability to easily override statement template options by specifying a statement template. Previously, individual options had to be specified.
• Added the ability to print detail past due billing history from the Client Ledger File on a statement.
• Added task based billing information to statements. All statements for task based billing clients optionally include task codes and a Task Code Recapitulation with subtotaling by task and phase for fees and expenses.
• Added an option to print "cover statements" only.
• Added an option to print Billing Instructions on draft statements (i.e., specially marked client notes).
• Changed the Active Only check box to three separate options: With Activity, Without Activity, or Both. This allows reminder statements to be printed only for clients who have no other activity.
• Added the ability to include the Client ID in configurable statement terminology by using the "\#" code. For example, you can specify in your statement notes to "Please write 'Account 200.03' on your payment."
• Added the ability to include the courtesy discount percentage in configurable statement terminology by using the "\%" code. For example, you could specify in your statement notes that "A professional courtesy discount of 15% has been applied to your bill."
• Added the ability to specify a number of days with a date code in statement terminology. For example, \S30 will calculate and print the date that is 30 days after the statement date.
• When combining matters, added the ability to specify a new page between matters. Previously, you could only specify the number of blank lines between matters.

• Added the option to start each client on a new page. Multiple matters will be printed on the same page.
• Added the option to double space the Summary Client List.

• Added the option to start each text item on a new page.

• Added "Entry Order" as a sort order and subtotal option to the 1st, 2nd and 3rd Sort Orders.

• Add the ability to specify a beginning and ending statement date.

• Added the option to print the client's address. Bill To addresses will also be printed for clients whose Bill To option is set to "Duplicate" or "Yes".
• Added the option to double space transactions.
• Added the ability to exclude clients with payments only.
• Added the ability to customize the report via a Customize button. This feature lets you exclude columns and specify a width. By eliminating columns and specifying a narrower report width, a larger font will be selected thereby making the report easier to read.
• Exclude Columns: You can customize the report to exclude any or all of the following columns: Category, Source, Status, Tax, Bill Code, Rate Code, Transaction Code, Rate.
• Width: Added the option to use the standard fixed 132 column format or specify a width. When a width is specified, the width of the description column will be adjusted to fit within the specified width.

• Now includes the last statement date when the Last Activity Dates check box is selected.

• Added a "Minimum Age of WIP to Print" option thus allowing the ability to easily include only the clients with the oldest WIP transactions without having to change the transaction date range.

• Added an option to exclude clients with a client funds balance of zero.

• Added the ability to specify a minimum balance on the Detail and Summary Accounts Receivable Reports.
• The last Write Off Date and Write Off Amount are now printed on the Detail Accounts Receivable Report.

• Added the ability to specify a work-in-process payment cut-off date in addition to the regular beginning and ending date.

• Added the option to include clients that only have work-in-process payments.

07172001