What’s New in TABS III Version 10.7

Undo Updated Statements

• Changed the program name for the Undo Updated Statement program to Undo Single Updated Statement program.
• Added an Undo Multiple Updated Statements program that allows you to undo multiple updated statements with the same statement date for multiple clients. Once a statement date is specified, you can filter which statements are processed by specifying a range of clients, name search, primary timekeeper, secondary timekeeper, originating timekeeper, and category. This program can be accessed from the Statements menu by selecting Undo Updated Statement | Undo Multiple Updated Statements.

Reprint Updated Statements

• Changed the program name for the Reprint Updated Statement program to Reprint Single Updated Statement.
• Added a Reprint Multiple Updated Statements program that allows you to reprint multiple updated statements with the same statement date for multiple clients. Once a statement date is specified, you can filter which statements are processed by specifying a range of clients, name search, primary timekeeper, secondary timekeeper, originating timekeeper, and category.  This program can be accessed from the Statements menu by selecting Reprint Updated Statement | Reprint Multiple Updated Statements.

Pre-Bill Tracking

• Added a Timekeeper column to the Pre-Bill Tracking window.
• Added the ability to easily sort Pre-Bill Tracking records by Client ID, Client Name, Description, Timekeeper, Pre-Bill Date, Hold Status, Reviewed Status, Final Date, or Batch by clicking the column header.
• Added the ability to display records for a specific Primary, Secondary, or Originating timekeeper or a range of timekeepers.
• Added the ability to resize the Pre-Bill Tracking window, thus allowing more records to be shown at one time.
• Added the ability to resize the columns in the Pre-Bill Tracking window. Column widths are saved for the next session.
• Added the ability to easily select multiple records by clicking a record and dragging the mouse over the records to be selected.
• The Filtering options are now included in a “Pre-Bill Tracking Options” window which is accessed by clicking the Options button in the Pre-Bill Tracking window.

TABS III Multimedia Tutorial

• STI has developed a Multimedia Tutorial for TABS III training purposes.  Video clips for more than 80 topics are included with over 6 hours of material.  This tutorial is ideal for introducing unfamiliar features as well as training new personnel.  The video clips can be accessed via TABS III’s Help menu as well as from the STI CD-ROM Browser.  For convenience, you can even install the tutorial onto a different computer such as a laptop so it can travel with you.  Once installed, you can pick and choose which video clips you want to play. Videos can be played with sound only or with text only thus providing flexibility for those systems that don’t have a sound card installed.
• Added links in online Help topics that open related video clips in the multimedia tutorial.

Recap of Hours

• Added columns for Client Name and Work Description on the Recap of Hours window.
• Changed the Timekeeper field on the Recap of Hours window to always default to the last saved timekeeper number.

Recap of Hours Report

• Added drill-down capabilities to the Recap of Hours Report allowing you to edit fee transactions directly from the Preview window.
• Transactions can be filtered by billable or non-billable status.
  • Clicking on the Billable total for a day will display a list of billable fee transactions.
  • Clicking on the Non-Billable total for a day will display a list of non-billable fee transactions.
  • Clicking on the Daily total will display a list with billable and non-billable transactions.
  • Double-clicking an individual work-in-process transaction will open a fee data entry window allowing you to review, edit, or delete the transaction.

Client Ledger Report

• Added an optional “Bill Total” column on the Client Ledger Report that provides individual statement totals as well as the total amount billed for a client on the report.
• Added the option to exclude any or all of the following columns: Finance Charge, Fee Sales Tax, Expense Sales Tax, Advance Sales Tax, and Bill Total.

Verification Lists

• Added the option to print the timekeeper initials instead of the timekeeper number on the Fee and Cost Verification List.
• Users with Manager rights now have the ability to Print or Delete Verification Lists for all users in one step. This feature is available for the Fee, Cost and Payment Verification Lists.

Transaction File List
Task Code Billing Report

• Added the option to print the timekeeper initials instead of the timekeeper number.
• Added the option to print the client’s work description with each transaction on the list.

Reports

• Added a Grand Totals check box to the Sort tab that includes grand totals for all sorts on the following reports:
  • Summary Work-In-Process Report
  • Aged Work-In-Process Report
  • Summary Accounts Receivable Report
  • Detail Accounts Receivable Report
  • Accounts Receivable by Invoice Report
  • Cash Receipts Report
  • Client Billing Summary Report
  • Client Ledger Report
  • Processed Payments Report
  • Write-Up/Write-Down Report
  • Receipt Allocation Report
  • Client Productivity by Timekeeper Report
  • Client Productivity Report
  • Pre-Update Statements Report

Adjust Flat Fee Clients

• Added the ability to adjust a range of fee entries to the client’s present flat fee amount. Instead of adjusting all fee entries, you can now specify ranges of dates, timekeepers, tcodes and categories. This feature greatly expands the flat fee billing capabilities of TABS III.

Change Client Options

• Added an Inactive check box to the Desc Status tab of the Change Client Options program. This check box allows you to change the Inactive status for multiple clients.

Client Tab

• Added the ability to select or exclude clients by their Release to Bill and Bill on Demand status. This feature allows you to easily isolate Bill on Demand clients. The Release to Bill and Bill on Demand options can be accessed on the Client tab by selecting a Status of Specific and clicking the Select Status button.

View Menu

• Added an Error Log and a Reset Log menu option to the View | Log Files menu allowing you to easily view and print the corresponding log files.
• Moved the Support Log menu option to the View | Log Files menu option.

Active User List

• Added the ability for managers to optionally view the status of all users in all STI software instead of having to view this information from STI System Configuration.
• Added the ability to reset selected users by allowing you to select more than one record in the list. Previously, you had to reset users individually or reset all users.

Enhanced Error Troubleshooting

• Added links to the errors listed in the Errors online Help topic that access the corresponding STI Knowledge Base articles on the Internet. Extensive troubleshooting information is provided in the Knowledge Base for each specific error.

STI System Configuration

• Built in Temporary Backup and Restore Programs - Added the ability to make a temporary backup of the STI System Configuration data files from within the software using the new Back Up Data Files program. The backup file is created in a “BACKUP” subdirectory below the program directory. The new Restore Data Files program allows you to restore the temporary backup. Only one backup file is maintained. The backup procedure is a temporary backup and is intended not  to replace, but rather supplement, existing backup procedures.

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