The Take Action pane of the Matter Manager allows you to quickly perform common actions for the currently selected matter. Click the icon to expand the Take Action pane. Click the or icon to collapse the Take Action pane. Click the icon to switch to the Reports pane.

This pane consists of three sections. To expand or collapse a section in the Take Action pane, click the or next to its name.

Transactions

Statements

Other Actions

Note: If you do not have access rights to an action listed here, it will not be shown on the Take Action pane.

Transactions

Add Fee

Click Add Fee to start a new record for the current matter in the Fee Entry window.

Add Cost

Click Add Cost to start a new record for the current matter in the Cost Entry window.

Add Payment

Click Add Payment to start a new record for the current matter in the Payment Entry window.

Schedule Payment

Click Schedule Payment to schedule a single payment or a series of recurring payments for a future date in the Schedule Payment window.

Note: If Tabs3 Billing is not configured for Tabs3 Pay, clicking the Schedule Payment link will open the Tabs3 Pay Signup window or www.tabs3pay.com in your web browser (depending on your user rights).

Note: The Schedule Payment link is not shown if Tabs3 Billing is configured for Tabs3 Pay, but the Allow for Payments check box on the Tabs3 Pay tab of the Customization window is not selected.

Add Client Funds Entry

Click Add Client Funds Entry to start a new record for the current matter in the Client Funds Entry window.

Make Payment from Trust

Click Make Payment from Trust to start a new record for the current matter in the Trust Transaction Entry window in Trust.

Note: The Make Payment From Trust link is not shown if Trust is not installed or if Trust is not configured to integrate with Tabs3 Billing.
Request Trust Deposit

Click Request Trust Deposit to email a trust replenishment request using the Request Trust Deposit window.

Note: The Request Trust Deposit link is not shown if Trust is not installed, if Trust is not configured to integrate with Tabs3 Billing, or if a Trust account does not exist for the current matter.

Write-Up/Write-Down

Click Write-Up/Write-Down to open the Write-Up/Write Down Fees and Costs window for the current matter.
Adjust to Flat Fee Amount

Click Adjust to Flat Fee Amount to open the Adjust Flat Fee Clients window for the current matter.

Note: The Adjust to Flat Fee Amount link is not shown if the matter has a Billing Rate Code other than 0 - Flat Fee Amount specified on the Rates tab of Client Information.
Perform Split Billing

Click Perform Split Billing to open the Perform Split Billing window for the current matter.

Note: The Perform Split Billing link is not shown if the matter does not have any split information defined on the Split Billing tab of Client Information.

Statements

Generate Statement

Click Generate Statement to open the Generate Statements window with the current matter specified.

Update Statements

Click Update Statements to open the Update Statements window with the current matter specified.

Email Statements

Click Email Statements to open the Email Statements window.

Reorder Fees

Click Reorder Fees to open the Reorder Fees window with the current matter specified.

Unbill Final Statements

Click Unbill Final Statements to open the Unbill Final Statements window with the current matter specified.

Undo Statement

Click Undo Statement to open the Undo Single Updated Statement window with the current matter specified.

Write Off

Click Write Off to open the Write Off Client window with the current matter specified.

Other Actions

Client Portal Settings

Click Client Portal Settings to open the Client Portal Settings window for the current matter.

Note: This action will not be displayed if you do not have the Client Portal access right.

Note: A window providing more information will be displayed if the Client Portal is currently disabled.

View in PracticeMaster

Click View in PracticeMaster to open the current matter in the PracticeMaster Matter Manager.

Manage Payment Methods

Click Manage Payment Methods to open the Manage Tabs3 Pay Payment Methods window for the current matter.

Note: The Manage Payment Methods link is not shown if Tabs3 Pay is disabled in Tabs3 Billing.

Manage Scheduled Payments

Click Manage Scheduled Payments to open the Tabs3 Pay Web Portal to the Scheduled Invoices page.

Note: This link will open the Scheduled Invoices page for the merchant account that was most recently accessed in the Tabs3 Pay Web Portal. Additionally, if your most recent Tabs3 Pay Web Portal session has expired, you will be required to log in again.

Note: If Tabs3 Billing is not configured for Tabs3 Pay, clicking the Manage Scheduled Payments link will open the Tabs3 Pay Signup window or www.tabs3pay.com in your web browser (depending on your user rights).

Manage LawPay Payment Methods

Click Manage LawPay Payment Methods to open the Manage LawPay Payment Methods window for the current matter.

Note: The Manage LawPay Payment Methods link is not shown if LawPay integration is disabled in Tabs3 Billing.

Manage Trust Account

Click Manage Trust Account to open the current matter’s trust account in the Trust Account Information window in Trust.

Edit Task Based Billing Budget

Click Edit Task Based Billing Budget to open the Task Based Billing Budget window for the current matter.

Refresh Matter Manager

Click Refresh Matter Manager or press F5 to refresh the information shown in the Matter Manager.