What’s New in TABS III Version 10.6

Terminology Changes

• Case Master, STI’s case management/practice management software that integrates with TABS III, is now called PracticeMaster. As a result, there have been minor changes to terminology and field names.
• Cases or matters are now referred to as files.
• The Matter Length is now called Decimal Places.
• The Apply Payment to Multiple Matters button is now Apply Payment to Multiple Files.
• The Include Statement Notes for each Matter check box in the Statement Templates program is now referred to as Include Statement Notes for each File.
• The Combine Matters check box on the Stmt Options tab of the Client data entry program is now Combine Files.
• The One Matter Per Client terminology is now One File Per Client.

QuickDate Calculator 

• Added a new QuickDate Calculator feature that allows you to calculate a past or future date based on a specified date. These settings can optionally be saved as QuickDates and then used for subsequent date adjustments. Final Adjustments can be made to a QuickDate allowing you to adjust a date to a previous, next or closest workday if it lands on a holiday or weekend as well as adjust for mail days. The QuickDate Calculator feature replaces Date Math. 

• The QuickDate Calculator can be accessed by pressing the "Q" key or right-clicking in any date field. Also, a QuickDate Calculator button was added to the standard date selection window allowing easy access to the QuickDate Calculator. 

• QuickDates can be categorized into folders allowing you to easily locate a QuickDate. 

• Saved QuickDates can be accessed in all STI programs.

QuickBooks

• Improved integration capabilities with Intuit’s QuickBooks accounting software. TABS III now supports two types of integration with QuickBooks:
  • IIF - IIF Integration is the integration that was introduced in Version 10.5.  This integration allows posting of detailed journal entries to a QuickBooks import file whenever a cost or payment transaction is added to TABS III. This file is then periodically used by QuickBooks to import the journal entry information from TABS III into QuickBooks.
  • QBXML -  QBXML integration is the new method of QuickBooks integration. QBXML represents Intuit’s QuickBooks eXtensible Markup Language which was developed by Intuit to provide tighter integration between QuickBooks and third party programs. This integration type is more sophisticated and requires QuickBooks Pro 2002, QuickBooks Premier 2002, or QuickBooks Premier 2002: Accountant Edition. When using this method of integration, TABS III posts journal entry information directly to QuickBooks data files whenever a cost or payment is added.

Deleting Clients & Delete a Range of Clients

• Deleting a client now automatically deletes all associated archive records.

About TABS III

• Now shows a Profession Code (L=Legal, A=Accounting) which is specified when the software is installed.

Windows Menu

• Replaced the Tile menu option with Tile Vertically and Tile Horizontally menu options.

Help Menu

• Added menu options for STI Knowledge Base, STI Web Site, and STI Newsletter that provide instant access to these online resources on the Internet.

STI Newsletter

• Added a newsletter reminder that will be displayed once a month the first time each user starts an STI software program. STI publishes its STI Connection newsletter monthly on the Internet for maintenance users.

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