Archiving is automatic in Tabs3 Billing and provides a means of storing historical data separate from the current data. Fees, costs, payments and client funds transactions are archived. When final statements are updated, Tabs3 moves the transactions that were billed on final statements from the main work-in-process data files to the archive files. This reduces the number of transactions in the main data files so that access times are faster while still keeping the updated transactions accessible. The archived information is accessed by various features in Tabs3 Billing.

There is no limit to the number of archive records. Archive files are ODBC compatible.

Whenever a client is deleted, transactions for the deleted client are also deleted. The Archive Integrity Check needs to be run on a regular basis to verify the integrity of the archive files.

Technical Note: The archive files used by Tabs3 are named T3ARCH.DAT and T3ARCH.IDX.

Note: If a client is given a courtesy discount when the client is billed, each archived fee transaction's amount will be reduced to include the courtesy discount (prorated).

Tabs3 Billing Features that Access the Archive Files

The following programs access or modify the data in the archive files.

Update Statements The Update Statements program transfers work-in-process transactions on final statements to the archive files.
Undo Updated Statement The Undo Single Updated Statement program and the Undo Multiple Updated Statements program reverse final statements and move the transactions that were shown on the selected final statement(s) from the archive files back to the main data files. Links to GL journal entries are reset so any adjustments or deletions made to cost/payment entries will make corresponding adjustments to the GL journal entries.
Reprint Updated Statement The Reprint Single Updated Statement program and the Reprint Multiple Updated Statements program use the archived transactions for the detail transaction information on the reprinted statement(s).
Conflict of Interest Check Archive files can optionally be included in a Conflict of Interest Check.
Task Code Budget Report The billed information included on this report is retrieved from the archive files.
Write-Up/Write-Down Report The billed information included on this report is retrieved from the archive files.
Report Writer Reports created using the optional Tabs3 Billing Report Writer can include transactions from the archive files.
Recap of Hours Report The Hours Worked included on this report are retrieved from the archive files.
Fee Recap Window The Recap window (in the Fee Entry program) will display the transactions from work-in-process and the archive files for the selected timekeeper and date.
Fee, Cost, Payment, and Client Funds Files The list shown at the bottom of the data entry window can optionally include archived transactions.
Transaction File List Archived transactions can optionally be included on this report.
Task Code Billing Report

Archived transactions can optionally be included on this report.
Payment Adjustment The amount of the payment record in the archive file is changed when the payment is refunded or reversed.
Transfer A/R & Transactions When an accounts receivable balance is transferred, the archived information is transferred as well.
Archive Integrity Check Checks the integrity of the archive data files.
Reindex Files Can optionally rebuild the archive index file and compact the archive file.

Client Program

Delete a Range of Clients

 Deleting a client also deletes the archive records associated with that client.

Renumber Client

Renumber Category

Renumber Tcode

Renumber Timekeeper

Change Key Type

 All of these renumbering programs will renumber the appropriate field in the archived transactions.
Synchronize Tabs3 and PracticeMaster When the Convert Tabs3 Billing archive records to PracticeMaster fee and costs check box is selected, this utility will copy the fee and cost transactions in the Tabs3 Billing archive files to the PracticeMaster fee and cost files.