Spotlight on Tabs3 Accounts Payable…Would you like to:
• See your bank balance while entering invoices?
• Print a check from the Dashboard?
• And you already knew about the EFT option, right? 🙂
The February 2020 update did all of that – and the most recent updates have done even more!
Check it out!
You probably already own the tools! If you’re using Tabs3 or if you’re already using PracticeMaster, it’s worthwhile to find out what else it can do!
Did you know you could use Tabs3 PracticeMaster for:
Interested in Platinum? I am excited to announce a new and affordable way to pay for Platinum: Monthly subscription pricing*.
For existing clients on maintenance, your firm would receive 25% off your first year, so you can upgrade to Platinum for a low monthly price.
Platinum SQL is the most powerful level of Tabs3 software, so take advantage of the 64-bit capability of your server to increase speed and improve the performance. With Platinum SQL, you getthe ability to back up the software while people keep working, enter fees and costs on the go with Tabs3 Connect, and protect your data with Auto-Recovery.
If you’re interested, contact us for more information.
*Prices reflect the 25% existing client discount for the first year.
When setting up spouses, family members or members of an organization, it is useful to be able to duplicate the original record and make minor changes to the copy rather than typing the same information in over again.
To Replicate a Contact in PracticeMaster, Follow the Steps Below:
1. Open the Client Manager and Click on Customize
2. Choose an Icon or Blank Space to Replace and Click on It
3. Locate the New Program from the List, Click Once on It and then Click on OK
4. Click on Run
5. You Will be Prompted to Save When You Close the Client Manager
If you have put off your Tabs3 Version 18 updates because of the changes made to the productivity reports, now is the time to get it done!
As a reminder, all period-based reports (primarily the productivity reports) are now date-based. In addition, they can also be run for previous years. In Version 18 the figures on these reports are calculated using the statement date and no longer rely on the current reporting month.
This change will allow for more accurate reporting, however the updates are retroactive and the transition month is important.
Please contact Monica D’Amore with questions or to schedule the updates and a brief overview of the changes.
Click here for more information on Version 18
Does this describe you?
To Create Labels in MS Word from an Excel Spreadsheet, Follow the Steps Below:
I have created a short video which outlines the instructions for merging names and addresses from an Excel spreadsheet into pre-formatted labels in MS Word.
My example uses Avery labels, however, MS Word supports a variety of label types.
Before beginning you will want to have an Excel spreadsheet set up with your contact names and addresses. If you are a PracticeMaster user, look for additional videos in this newsletter on how to copy your contact names and addresses into Excel.
Use the first row of your spreadsheet to enter column headers such as: First Name, Last Name, Company Name, Address, City, State & Zip as shown below. This makes it easier to match the fields for your label format.
How to Create Labels in MS Word from an Excel Spreadsheet
How to Filter the Contacts List for Holiday Cards
Do all the words blend together when you’re looking at your client list in PracticeMaster?
Wish there was a way to make the list easier to read?
Here’s a tip that will do just that!
NOTE: Softer colors are easier on the eyes
