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TABS III
E-Mail Statements and Reports to Clients
TABS III lets you e-mail statement or reports to clients in an HTML or ASCII text file format. When processing statements or reports, select the "File" option when the "Print Dialog Box" is shown with the Print/Preview/File options. If desired, change the "Save as Type" drop-down option from "Text Files" to "HTML Files" and specify where you want the file saved. Simply attach this file to your e-mail.
Eliminate Accounts Receivable Calls from Clients
You can include a billing history on clients’ statements that shows a history of all billed statements with a past due amount that includes the statement amount and amount due for each statement. Select the "Detail" option for the "Past Due Message" field in the "Statement Template."
Reindexing Files Optimizes Performance
Running the "Reindex Files" program on a periodic basis can improve performance by optimizing search and seek times. Although not required, you may want to consider monthly or quarterly reindexing of all files.
Override Statement Template When Running Statements
When running statements, you can override the statement formatting options by selecting a different statement template or by specifying different individual statement template options.
Replicate Previous Description
When entering a series of transactions that use the same description, you can use the F2 key to duplicate the description from the previously saved transaction.
Start TABS III with a Fee Window
A special /FEE startup parameter can be used to automatically open a "Fee Entry" window when TABS III is first started. You can implement this startup parameter for all users whose primary use of TABS III is entering time.
Right-Click Menus
You can quickly access commonly used programs such as "Clients," "Fees," "Costs" and "Statements" by right-clicking in the "Main Application" window and selecting the desired program.
Shortcut Keys
Shortcuts keys have been assigned for many of the commonly used programs. A few examples include:
Ctrl+Shift+C – Open Client File
Ctrl+Shift+F – Open Fee File
Ctrl+Shift+O – Open Cost File
Alt+Shift+S – Statements program
Alt+Shift+W – Detail Work-In-Process Report
Alt+Shift+S – Conflict Check
A comprehensive list of shortcuts can be found in the online help under the keyword "Keyboard Shortcuts."
Support Log
A Support Log tracks the last 10 times critical programs were run such as "Update Statements," "Unbill Final Statements," "Undo Updated Statements," "Clear MTD/YTD Productivity," "Edit Client," "Edit Client Ledger," "Edit Receipt Allocation" and more. You can view the Support Log by selecting the "Support Log" option from the "View" menu.
Your help is always appreciated. If you have a tip that you would like to submit, please e-mail it to us, and include your name, telephone number, and the program to which your tip applies.
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