Third Party Integration Requirements (Ver. 11)

Last reviewed: 10/15/2010
Article ID: R10920

The information in this article applies to:

Note:  For information regarding integration with Tabs3 and PracticeMaster Version 12 software, please refer to KB Article R11011 - Third Party Integration Requirements (Ver. 12).

Summary

This article provides an overview of the specific versions and releases of third party applications that integrate with Tabs3 and PracticeMaster software.

Tabs3 Billing Software

Third Party Application

Version Requirement

KB Article

Integration Notes

Amicus Attorney®

Version 4 through Version 5.1.1

R10169

 

QuickBooks® QBXML

QuickBooks Enterprise Solutions 2004 or 2003, QuickBooks Premier 2004 or 2003, or QuickBooks Pro 2004 or 2003. (QuickBooks 2003 must be version 12.0 release 7 or higher). QuickBooks Basic 2004 and 2003 does not support QBXML integration. 

R10866

QuickBooks must be run in Multi-User mode (unless using QuickBooks RDS).

QuickBooks® IIF

Any version of QuickBooks that supports the IIF format

R10866

 

Time Matters®

Version 6.0, Service Release 1
Version 5.0, Service Release 2 

R10502

Previous versions of Tabs3 integrated with earlier versions of Time Matters.


PracticeMaster

Third Party Application

Version Requirement

KB Article

Integration Notes

CompuLaw®
www.compulaw.com

Version 8.0 through Version 8.75

N/A

GroupWise® Calendar
http://www.novell.com/products/groupwise/

Version 5.0 and later
(Version 5.5 and Version 6.5 tested)

R10915

HotDocs®
http://www.HotDocs.com

Version 5.4, 5.3 or 5.2

PracticeMaster Version 11 does not integrate with HotDocs Version 6.

N/A

HotDocs Document Assembly using Microsoft Word 2002 (Office XP) requires HotDocs Version 5.3 or later.

iManage (provided by Interwoven, Inc.)

Version 6

 

 

Microsoft® Outlook®

2003, 2000, 2002 or 98

R10520

Outlook 2003 e-mail integration may require a HotFix from Microsoft.

R10889

Calendar  & Contacts

Microsoft® Word

2007, 2003, 2002, 2000, 97 or later

R11015

 

Netscape® Messenger®

Version 4.72

R10520

 

PaperPort
http://www.ScanSoft.com/PaperPort

Version 6 or later

N/A

 

QuickBooks® QBXML

QuickBooks Enterprise Solutions 2004 or 2003, QuickBooks Premier 2004 or 2003, or QuickBooks Pro 2004 or 2003. (QuickBooks 2003 must be version 12.0 release 7 or higher). QuickBooks Basic 2004 and 2003 does not support QBXML integration. 

R10866

QuickBooks must be run in Multi-User mode (unless using QuickBooks RDS).

QuickBooks® IIF

Any version of QuickBooks that supports the IIF format.

R10866

 

WORLDOX®

WORLDOX GX, 
WORLDOX 2002, 
WORLDOX 2000, 
WORLDOX Version 8

Note: See integration notes regarding WORLDOX GX.

R10715

Using drill-down in a WORLDOX search window from within PracticeMaster does not work with WORLDOX GX. You must either upgrade to PracticeMaster Version 12 or use an earlier version of WORLDOX.

Tabs3 General Ledger Software

Third Party Application

Version Requirement

KB Article

Integration Notes

PenSoft Payroll
http://www.PenSoft.com

 

R10253

 

Tabs3 Palm Software

Third Party Software

Version Requirement

KB Article

Integration Notes

Palm Desktop®

Version 4.0 or later

R10663

 

Palm OS®

Tabs3 Palm Software is compatible with Palm OS Version 5 and Version 4.

R10663

 

PracticeMaster Palm Conduits

Third Party Software

Version Requirement

KB Article

Integration Notes

Palm Desktop®

Version 6.2, 5, or 4.0.1

R10663

Integration requires Version 4.0.1 or later; integration with Version 4.0 will not work.

Palm OS®

PracticeMaster Palm Conduits are compatible with Palm OS Version 5 and Version 4.

R10663

 

Disclaimer

Specific versions that have been tested with our software are listed in the Version Requirement column. However, when the text "or later" is used, keep in mind that these later versions have not actually been tested. Any known issues regarding a specific version are shown in the Integration Notes column. Although we assume that later versions will integrate the same as the previous version, this may not always be true; therefore we cannot guarantee that integration with a later version will work unless it has officially been tested.

References


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