The information in this article applies to:
Note: Information for Version 14 products is available in KB Article R11107, "Network & Multi-User Functionality in the Software (Ver. 14)."
The multi-user version of Tabs3 and PracticeMaster software allows multiple users to simultaneously perform data entry, generate reports and view information. However, not all functions can be accessed at the same time. This is because different functions require different levels of control over the program's data files.
This article reviews the different levels of control and also lists which functions are available for all Version 12.1 programs.
There are five levels of control that a function can have over the data files:
|
Super Exclusive |
A Super Exclusive function requires exclusive control of all systems' data files. Only one user will be allowed to access the system with a program that requires exclusive control. For example, when using the Restore Data Files program in System Configuration, no other systems can be open. |
|
Exclusive |
An Exclusive function requires exclusive control of the specific system's data files. Only one user will be allowed to access the program if such a function is invoked. For example, when using the Renumber Timekeeper program in PracticeMaster, no other users are allowed to access any other PracticeMaster program. |
|
Single Access |
A Single Access function can only be accessed by one user
at a time. Other users can access other functions of the software. For
example, when using the Holidays by Venue program in PracticeMaster, no
other users can access the Holidays by Venue program. However, other
users will be able to use other PracticeMaster functions. |
|
Multi-Access |
A Multi-Access function can be accessed by multiple users simultaneously. Also, other Multi-Access functions can be accessed at the same time by other users. A single user can have more than one Multi-Access function open at the same time. For example, when one user is editing a client, other users can also edit clients at the same time. Note: When a user saves a record, the software automatically locks the necessary data file(s). If another user attempts to save a record during the time in which these files are locked, the system will wait until the first save operation has completed. Typically, the delay caused by the file locking is imperceptible. However, if the wait time exceeds 30 seconds, a "File Lock Timeout" error will occur. This error is unlikely to occur and is caused by exceptionally heavy network activity or problems with the network. |
|
Function that Prohibits |
This type of function restricts functions in other programs from being performed. For example, when accessing the Back Up Data Files program in PracticeMaster, other users will not be allowed to access any Tabs3 or TAS programs. Note: These restricted functions apply to single user systems as well as multi-user systems. |
The following System Configuration function is a Super Exclusive function and requires exclusive control of all systems' data files. Only one user will be allowed to access the system with a program that requires exclusive control.
|
Super Exclusive System Configuration Function |
Menu |
Submenu |
|
Back Up Data Files |
File |
Back Up Data Files |
|
Restore Data Files |
File |
Restore Data Files |
|
Reindex Files |
Utilities |
Reindex Files |
|
Reassign User ID |
Utilities |
Reassign User ID |
|
Rename User ID |
Utilities |
Rename User ID |
The following System Configuration functions are Multi-Access functions and can be accessed by more than one user at the same time.
|
Multi-Access System Configuration Functions |
Menu |
Submenu |
|
User Configuration |
File |
Open |
|
Access Profile |
File |
Open |
|
Group Configuration |
File |
Open |
|
Print Setup |
File |
Print Setup |
|
Firm Information |
File |
Open |
|
User List |
Reports |
User List |
|
Access Profile List |
Reports |
Access Profile List |
|
Group List |
Reports |
Group List |
The following table shows the System Configuration functions that will restrict functions in other programs.
|
System Configuration Functions |
Program |
Functions Prohibited |
|
Back Up Data Files |
PracticeMaster |
All Programs (except Initialize ODBC) |
|
Tabs3 |
All Programs (except Initialize ODBC) |
|
|
APS |
All Programs (except Initialize ODBC) |
|
|
GLS |
All Programs (except Initialize ODBC) |
|
|
TAS |
All Programs (except Initialize ODBC) |
|
|
User Configuration |
Tabs3 |
Data File Integrity Check (RW) |
|
PracticeMaster |
Renumber Timekeeper |
|
|
TAS |
Renumber Attorney |
The following Tabs3 functions are Exclusive functions and require exclusive control of the Tabs3 data files. Only one user will be allowed access to Tabs3 if such a function is invoked.
|
Exclusive Tabs3 Functions |
Menu |
Submenu |
|
Back Up Data Files |
File |
Back Up Data Files |
|
Restore Data Files |
File |
Restore Data Files |
|
Combine Client Ledger |
Maintenance |
Client Related |
|
Synchronize Tabs3 and PracticeMaster |
Maintenance |
Integration |
|
Clear Productivity Totals |
Maintenance |
Month-End/Year-End |
|
Data File Integrity Check (RW) |
Maintenance/Utilities |
Month-End/Year-End |
|
Archive Integrity Check (RW) |
Utilities |
Archive Integrity Check |
|
Change Key Type |
Maintenance |
Renumber |
|
Renumber Client |
Maintenance |
Renumber |
|
QuickBooks Integration |
Maintenance |
Integration |
|
Renumber Timekeeper |
Maintenance |
Renumber |
|
Renumber Category |
Maintenance |
Renumber |
|
Renumber Tcode |
Maintenance |
Renumber |
|
Change Beginning Reporting Month |
Utilities |
Change Beginning Reporting Month |
|
Tabs3 Customization1 |
Utilities |
Customization |
|
Reindex Files |
Utilities |
Reindex Files |
|
Rebuild Client Ledger Detail |
Utilities |
Rebuild Client Ledger Detail |
|
Rebuild Receipt Allocation |
Utilities |
Rebuild Receipt Allocation |
1 Although Tabs3 Customization is an Exclusive Function, users are able to browse the Customization options while other users are accessing the software.
The following Tabs3 functions are Single Access functions and can be accessed by only one user at a time (i.e., other users can access other Tabs3 functions).
|
Single Access Tabs3 Functions |
Menu |
Submenu |
|
Write-Up/Write-Down Fees and Costs |
Statements |
Statement Preparation |
|
Adjust Flat Fee Clients |
Statements |
Statement Preparation |
|
Adjust Split Fee Clients |
Statements |
Statement Preparation |
|
Pre-Bill Tracking |
Statements |
Pre-Bill Tracking |
|
Unbill Final Statements |
Statements |
Unbill Final Statements |
|
Update Statements |
Statements |
Update Statements |
|
Undo Single Updated Statement |
Statements |
Undo Updated Statement |
|
Undo Multiple Updated Statements |
Statements |
Undo Multiple Updated Statements |
|
Statement Customization |
Statements |
Statement Setup |
|
Change Client Options |
Maintenance |
Client Related |
|
Delete a Range of Clients |
Maintenance |
Client Related |
|
Split Fee Billing |
Maintenance |
Client Related |
|
Reverse Write Off |
Maintenance |
Client Related |
|
Handheld Integration |
Maintenance |
Integration |
|
Create Validation Files |
Maintenance |
Integration |
|
Merge Data Capture Transactions |
Maintenance |
Integration |
|
Merge Tabs3 Remote Data |
Maintenance |
Integration |
|
Merge Practice Management Client Changes |
Maintenance |
Integration |
|
Transfer All Clients to Practice Management |
Maintenance |
Integration |
|
Transfer A/R and Transactions |
Maintenance |
Transfer A/R and Transactions |
|
Purge Archive Data |
Utilities |
Purge Archive |
The following Tabs3 functions are Multi-Access functions and can be accessed by more than one user at the same time.
|
Multi-Access Tabs3 Functions |
Menu |
Submenu |
|
Client File1 |
File |
Open/Client |
|
Client Funds1 |
File |
Open/Client Funds |
|
Fee File1 |
File |
Open/Fee |
|
Cost File1 |
File |
Open/Cost |
|
Payment File1 |
File |
Open/Payment |
|
Timekeeper File1 |
File |
Open/Miscellaneous |
|
Category File1 |
File |
Open/Miscellaneous |
|
Transaction Code File1 |
File |
Open/Miscellaneous |
|
Miscellaneous Descriptions1 |
File |
Open/Miscellaneous |
|
Billing Frequency |
File |
Open/Miscellaneous |
|
Location |
File |
Open/Miscellaneous |
|
Task Code |
File |
Open/Miscellaneous |
|
Print Setup |
File |
Print Setup |
|
Tabs3 Phone Dialer |
File |
Dial Phone |
|
Client Manager |
Statements |
Statement Preparation |
|
Detail Work-In-Process Report |
Statements |
Statement Preparation |
|
Summary Work-In-Process Report |
Statements |
Statement Preparation |
|
Aged Work-In-Process Report |
Statements |
Statement Preparation |
|
Print Statements |
Statements |
Print Statements |
|
Pre-Update Statements Report |
Statements |
Pre-Update Statements Report |
|
Reprint Single Updated Statement |
Statements |
Reprint Single Updated Statement |
|
Reprint Multiple Updated Statements |
Statements |
Reprint Multiple Updated Statements |
|
Statement Templates |
Statements |
Statement Setup |
|
Statement Notes |
Statements |
Statement Setup |
|
Statement Designer |
Statements |
Statement Setup |
|
Rename Statement Template |
Statements |
Statement Setup |
|
Accounts Receivable by Invoice Report |
Reports |
Accounts Receivable |
|
Detail Accounts Receivable Report |
Reports |
Accounts Receivable |
|
Summary Accounts Receivable Report |
Reports |
Accounts Receivable |
|
Client List |
Reports |
Client |
|
Client Labels |
Reports |
Client |
|
Client Rate Report |
Reports |
Client |
|
Split Fee Billing Report |
Reports |
Client |
|
Conflict of Interest Check |
Reports |
Conflict of Interest Check |
|
Cash Receipts Report |
Reports |
Management |
|
Client Budget Report |
Reports |
Management |
|
Client Funds Report |
Reports |
Management |
|
Client Ledger Report |
Reports |
Management |
|
Processed Payments Report |
Reports |
Management |
|
Receipt Allocation Report |
Reports |
Management |
|
Task Code Budget Report |
Reports |
Management |
|
Timekeeper Profitability Report |
Reports |
Management |
|
Timekeeper Status Report |
Reports |
Management |
|
Write-Up/Write-Down Report |
Reports |
Management |
|
Billing Frequency List |
Reports |
Miscellaneous |
|
Category List |
Reports |
Miscellaneous |
|
Cost Type Description List |
Reports |
Miscellaneous |
|
Location List |
Reports |
Miscellaneous |
|
Statement Template List |
Reports |
Miscellaneous |
|
Statement Notes List |
Reports |
Miscellaneous |
|
Task Code List |
Reports |
Miscellaneous |
|
Task Code Set List |
Reports |
Miscellaneous |
|
Timekeeper List |
Reports |
Miscellaneous |
|
Timekeeper Level List |
Reports |
Miscellaneous |
|
Transaction Code List |
Reports |
Miscellaneous |
|
Text Macro List |
Reports |
Miscellaneous |
|
Tabs3 Report Writer (optional) |
Reports |
Report Writer |
|
Category Productivity Report |
Reports |
Productivity |
|
Client Productivity Report |
Reports |
Productivity |
|
Client Productivity by Timekeeper Report |
Reports |
Productivity |
|
Productivity Report by Category for each Timekeeper |
Reports |
Productivity |
|
Productivity Report by Tcode for each Timekeeper |
Reports |
Productivity |
|
Timekeeper Productivity Report |
Reports |
Productivity |
|
Recap of Hours Report |
Reports |
Transactions |
|
Transaction File List |
Reports |
Transactions |
|
Task Code Billing Report |
Reports |
Transactions |
|
Report Suite Manager |
Reports |
Report Suite |
|
Run Report Suite |
Reports |
Report Suite |
|
Edit Client Ledger1 |
Maintenance |
Client Related |
|
Edit Receipt Allocation1 |
Maintenance |
Client Related |
|
Write Off Client |
Maintenance |
Client Related |
|
Transfer Billing Lookup Files from PracticeMaster |
Maintenance |
Integration |
|
Change WIP Transactions |
Maintenance |
Transaction Related |
|
Payment Adjustment |
Maintenance |
Transaction Related |
|
Dictionary Maintenance |
Maintenance |
Dictionary Maintenance |
|
Text Macro Maintenance |
Maintenance |
Text Macro Maintenance |
|
Archive Integrity Check (Read Only) |
Utilities |
Archive Integrity Check |
|
Data File Integrity Check (Read Only) |
Utilities |
Data File Integrity Check |
1 It is possible for multiple users to access the same record at the same time. If this occurs and changes are made to the same record, then the changes made by the user who saves the record last will overwrite any previously saved changes.
The following table shows the Tabs3 functions that will restrict functions in other programs.
|
Tabs3 Functions |
Programs |
Functions Prohibited |
|
All programs in Tabs3 except: |
TAS |
Back Up Data Files |
|
Back Up Data Files |
TAS |
All programs in TAS except: |
|
Reindex Files |
TAS |
All programs in TAS except: |
|
Client File |
TAS |
Customization |
|
All programs in Tabs3 except: |
GLS |
Post Tabs3/TAS Accrual Balances |
|
Reindex Files |
GLS |
Reindex Files |
|
Client File |
GLS |
Back Up Data Files |
|
Customization |
GLS |
All programs in GLS except: |
|
All programs in Tabs3 except: |
APS |
Back Up Data Files |
|
Customization |
APS |
Vendor File |
|
Client File |
APS |
Customization |
|
Back Up Data Files |
APS |
Vendor File |
|
Data File Integrity Check (RW) |
APS |
Vendor File |
|
All programs in Tabs3 except: |
PracticeMaster |
Synchronize PM and Tabs3/TAS |
|
Reindex Files |
PracticeMaster |
Reindex Files |
|
Synchronize Tabs3 and PracticeMaster |
PracticeMaster |
All programs in PracticeMaster except: |
|
Back Up Data Files |
PracticeMaster |
Data File Integrity Check (RO) |
|
Data File Integrity Check (RO) |
PracticeMaster |
Back Up Data Files |
|
Add/Delete Words |
PracticeMaster |
Restore Data Files |
Note: If a user has Fast Access Mode enabled and is accessing a program that can write to the data files, then the function is considered an exclusive function. Other users will be prohibited from accessing other TAS functions. Further, if another user attempts to perform a function in Tabs3 that accesses the TAS data files (e.g., Client Information), the Tabs3 user will be prohibited from accessing the function until the TAS user disables Fast Access Mode. Additional information regarding Fast Access Mode can be found by looking up "Fast Access Mode" in the index of the online Help.
The following TAS functions are Exclusive functions and require exclusive control of the TAS data files. Only one user will be allowed access to TAS if such a function is started.
|
Exclusive TAS Functions |
Menu |
Submenu |
|
Back Up Data Files |
File |
Back Up Data Files |
|
Restore Data Files |
File |
Restore Data Files |
|
Import Transactions |
Maintenance |
Import Transactions |
|
Change Key Type |
Maintenance |
Renumber | Change Key Type |
|
Renumber Attorney |
Maintenance |
Renumber | Attorney |
|
Rename Payee |
Maintenance |
Renumber | Rename Payee |
|
Renumber Trust Account |
Maintenance |
Renumber | Trust Account |
|
TAS Customization |
Utilities |
Customization |
|
Data File Integrity Check (Read Write) |
Utilities |
Data File Integrity Check |
|
Purge Trust Transactions |
Utilities |
Purge Transactions |
|
Reindex Files |
Utilities |
Reindex Files |
The following TAS functions are Single Access functions and can be accessed by only one user at a time (i.e., other users can access other TAS functions).
|
Single Access TAS Functions |
Menu |
Submenu |
|
Print Check Test Pattern |
File |
Print Check Test Pattern |
|
Print Checks |
Checks |
Print Checks |
|
Bank Account Reconciliation |
Checks |
Bank Account Reconciliation |
|
Create APS 1099 Merge File |
Reports |
1099 Information | Create APS 1099 Merge File |
|
Select Trust Transactions to Save/Purge |
Utilities |
Select Trust Transactions to Save/Purge |
The following TAS functions are Multi-Access functions and can be accessed by more than one user at the same time.
|
Multi-Access TAS Functions |
Menu |
Submenu |
|
Trust Account Information1 |
File |
Open | Trust Account |
|
Trust Transactions1 |
File |
Open | Transaction |
|
Attorney1 |
File |
Open | Miscellaneous |
|
Payee1 |
File |
Open | Miscellaneous |
|
Bank Account1 |
File |
Open | Miscellaneous |
|
Print Setup |
File |
Print Setup |
|
Check Register By Check Number |
Checks |
Check Registers | By Check Number |
|
Check Register By Payee |
Checks |
Check Registers | By Payee |
|
Check Register By Trust Account |
Checks |
Check Registers | By Trust Account |
|
Void Checks |
Checks |
Void Checks |
|
Client Trust Ledger |
Reports |
Client Trust Ledger |
|
Attorney List |
Reports |
Miscellaneous | Attorney List |
|
Bank Account List |
Reports |
Miscellaneous | Bank Account List |
|
Payee List |
Reports |
Miscellaneous | Payee List |
|
Trust Account List |
Reports |
Trust Account List |
|
Voided Check List |
Reports |
Voided Check List |
|
1099 Report |
Reports |
1099 Information | 1099 Report |
|
1099 Forms |
Reports |
1099 Information | 1099 Forms |
|
Data File Integrity Check (Read Only) |
Utilities |
Data File Integrity Check |
|
Initialize TAS ODBC |
Utilities |
Initialize TAS ODBC |
1 It is possible for multiple users to access the same record at the same time. If this occurs and changes are made to the same record, then the changes made by the user who saves the record last will overwrite any previously saved changes.
The following table shows the TAS functions that will restrict functions in other programs.
|
TAS Functions |
STI Programs |
Functions Prohibited |
|
All programs in TAS except: |
Tabs3 |
Back Up Data Files |
|
All programs in TAS except: |
Tabs3 |
Reindex Files |
|
Back Up Data Files |
Tabs3 |
All programs in Tabs3 except: |
|
Customization |
Tabs3 |
Client File |
|
All programs in TAS except: |
PracticeMaster |
Synchronize PM and Tabs3/TAS |
|
Reindex Files |
PracticeMaster |
Reindex Files |
|
All programs in TAS except: |
PracticeMaster |
Renumber Category |
|
Change Key Type |
PracticeMaster |
Reindex Files |
|
Change Key Type |
PracticeMaster |
All programs in PM except: |
|
Back Up Data Files |
PracticeMaster |
Data File Integrity Check (RO) |
|
Data File Integrity Check (RO) |
PracticeMaster |
Conflict of Interest Configuration |
|
All Programs in TAS except: |
GLS |
Post Tabs3/TAS Accrual Balances |
|
Reindex Files |
GLS |
Reindex Files |
|
Trust Transactions |
GLS |
Reindex Files |
|
Import Transactions |
GLS |
Data File Integrity Check (RO) |
|
All programs in TAS except: |
APS |
Back Up Data Files |
|
Back Up Data Files |
APS |
Vendor File |
|
Customization |
APS |
Miscellaneous Entry: |
|
Import Transactions |
APS |
Vendor File |
|
Trust Transactions |
APS |
Customization |
The following APS functions are Exclusive functions and require exclusive control of the APS data files. Only one user will be allowed access to APS if such a function is invoked.
|
Exclusive APS Functions |
Menu |
Submenu |
|
Back Up Data Files |
File |
Back Up Data Files |
|
Restore Data Files |
File |
Restore Data Files |
|
Post Recurring Entries |
Checks |
Check Preparation | Post Recurring Entries |
|
Post Checks |
Checks |
Post Invoices/Checks | Post Checks |
|
Post Unpaid Invoices |
Checks |
Post Invoices/Checks | Post Unpaid Invoices |
|
Unpost Unpaid Invoices |
Checks |
Post Invoices/Checks | Unpost Unpaid Invoices |
|
Unpost Single Unpaid Invoice |
Checks |
Post Invoices/Checks | Unpost Single Unpaid Invoice |
|
Import Invoices |
Maintenance |
Invoice | Import Invoices |
|
Clear Vendor Analysis Totals |
Maintenance |
Month-End/Year-End | Clear Vendor Analysis Totals |
|
Renumber Vendors |
Maintenance |
Renumber | Vendors |
|
Change Key Length |
Maintenance |
Renumber | Change Key Length |
|
APS Customization |
Utilities |
Customization |
|
Data File Integrity Check (RW) |
Utilities |
Data File Integrity Check |
|
Reindex Files |
Utilities |
Reindex Files |
The following APS functions are Single Access functions and can be accessed by only one user at a time (i.e., other users can access other APS functions).
|
Single Access APS Functions |
Menu |
Submenu |
|
Print Check Test Pattern |
File |
Print Check Test Pattern |
|
Print Checks |
Checks |
Print Checks |
|
Void/Reprint Unposted Checks |
Checks |
Void Checks | Void/Reprint Unposted Checks |
|
Void Posted Checks |
Checks |
Checks | Void Checks | Void Posted Checks |
|
Create 1099 Disk File |
Reports |
1099 Information | Create 1099 Disk File |
|
Transfer Invoices |
Maintenance |
Invoice | Transfer Invoices |
|
Select Invoices to Save/Purge |
Utilities |
Invoice | Select Invoices to Save/Purge |
The following APS functions are Multi-Access functions and can be accessed by more than one user at the same time.
|
Multi-Access APS Functions |
Menu |
Submenu |
|
Vendor Information1 |
File |
Open | Vendor |
|
Invoice/Manual Checks1 |
File |
Open | Invoice/Manual Checks |
|
Bank Account1 |
File |
Open | Miscellaneous |
|
Recurring Entry1 |
File |
Open | Miscellaneous |
|
Print Setup |
File |
Print Setup |
|
Cash Requirements Report |
Checks |
Check Preparation | Cash Requirements Report |
|
Pre-Check Register |
Checks |
Check Preparation | Pre-Check Register |
|
Voided Check List |
Checks |
Void Checks | Voided Check List |
|
Check Register |
Checks |
Check Register |
|
Invoice by Vendor List |
Reports |
Invoices | Invoice by Vendor List |
|
Invoice by Voucher List |
Reports |
Invoices | Invoice by Voucher List |
|
Aged Unpaid Invoice Report |
Reports |
Invoices | Aged Unpaid Invoice Report |
|
Paid Invoices by Vendor Report |
Reports |
Invoices | Paid Invoices by Vendor Report |
|
Bank Account List |
Reports |
Miscellaneous | Bank Account List |
|
Recurring Entry List |
Reports |
Miscellaneous | Recurring Entry List |
|
Vendor Analysis Report |
Reports |
Vendors | Vendor Analysis Report |
|
Vendor List |
Reports |
Vendors | Vendor List |
|
Vendor Labels |
Reports |
Vendors | Vendor Labels |
|
1099 Report |
Reports |
1099 Information | 1099 Report |
|
1099 Forms |
Reports |
1099 Information | 1099 Forms |
|
Data File Integrity Check (RO) |
Utilities |
Data File Integrity Check |
1 It is possible for multiple users to access the same record at the same time. If this occurs and changes are made to the same record, then the changes made by the user who saves the record last will overwrite any previously saved changes.
The following table shows the APS functions that will restrict functions in other STI programs.
|
APS Functions |
Programs |
Functions Prohibited |
|
Back Up Data Files |
Tabs3 |
All programs in Tabs3 except: |
|
Miscellaneous: |
Tabs3 |
Customization |
|
Vendor File |
Tabs3 |
Data File Integrity Check (RW) |
|
1099 Report |
Tabs3 |
Back Up Data Files |
|
Customization |
Tabs3 |
Client File |
|
Back Up Data Files |
TAS |
All programs in TAS except: |
|
Vendor File |
TAS |
Back Up Data Files |
|
Invoice/Manual Checks |
TAS |
Back Up Data Files |
|
Customization |
TAS |
Trust Transactions |
|
Post Checks |
TAS |
Import Transactions |
|
Customization |
GLS |
All programs in GLS except: |
|
Reindex Files |
GLS |
Reindex Files |
|
Vendor File |
GLS |
Post Tabs3/TAS Accrual Balances |
|
Post Checks |
GLS |
Post Tabs3/TAS Accrual Balances |
|
All programs in APS except: |
PracticeMaster |
Reindex Related Party File with Compact |
|
Back Up Data Files |
PracticeMaster |
Change Key Type |
|
Reindex Files |
PracticeMaster |
Reindex Files |
|
Vendor File |
PracticeMaster |
Change Key Type |
|
|
PracticeMaster |
Change Key Type |
The following GLS functions are Exclusive functions and require exclusive control of the GLS data files. Only one user will be allowed access to GLS if such a function is invoked.
|
Exclusive GLS Functions |
Menu |
Submenu |
|
Back Up Data Files |
File |
Back Up Data Files |
|
Restore Data Files |
File |
Restore Data Files |
|
Post Tabs3/TAS Accrual Balances |
Maintenance |
Post Tabs3/TAS Accrual Balances |
|
Month-End/Year-End Close-Out |
Maintenance |
Month-End/Year-End Close-Out |
|
Post Great Plains Payroll Data |
Maintenance |
Post Great Plains Payroll Data |
|
Post ASCII Data |
Maintenance |
Post ASCII Data |
|
Post PenSoft Payroll Data |
Maintenance |
Post PenSoft Payroll Data |
|
Post Recurring Entries |
Maintenance |
Post Recurring Entries |
|
Renumber Account |
Maintenance |
Renumber | Account |
|
Change Account # Format |
Maintenance |
Renumber | Change Account # Format |
|
System/II Payroll Configuration |
Maintenance |
System/II Payroll Interface | Configuration |
|
System/II Payroll Configuration Report |
Maintenance |
System/II Payroll Interface | |
|
Post System/II Payroll |
Maintenance |
System/II Payroll Interface | Post Data |
|
Change Fiscal Year |
Utilities |
Change Fiscal Year |
|
Data File Integrity Check (RW) |
Utilities |
Data File Integrity Check |
|
Edit GLS Client |
Utilities |
Edit GLS Client |
|
Reindex Files |
Utilities |
Reindex Files |
The following GLS functions are Single Access functions and can be accessed by only one user at a time (i.e., other users can access other GLS functions).
|
Single Access GLS Functions |
Menu |
Submenu |
|
Reconciliation |
Maintenance |
Reconciliation |
The following GLS functions are Multi-Access functions and can be accessed by more than one user at the same time.
|
Multi-Access GLS Functions |
Menu |
Submenu |
|
Chart of Accounts File 1 |
File |
Open | Chart of Accounts |
|
Journal Entry File 1 |
File |
Open | Journal Entries |
|
Journal Name File 1 |
File |
Open | Miscellaneous |
|
Department File 1 |
File |
Open | Miscellaneous |
|
Recurring Entry File 1 |
File |
Open | Miscellaneous |
|
Deposit Slips |
File |
Open | Deposit Slips |
|
Print Setup |
File |
Print Setup |
|
Balance Sheet |
Reports |
Balance Sheet |
|
Budget Report |
Reports |
Budget Report |
|
Chart of Accounts List |
Reports |
Chart of Accounts List |
|
General Ledger Report |
Reports |
General Ledger Report |
|
GLS Client List |
Reports |
GLS Client List |
|
Income Statement |
Reports |
Income Statement |
|
Journal Report |
Reports |
Journal Report |
|
Department List |
Reports |
Miscellaneous | Department List |
|
Journal Name List |
Reports |
Miscellaneous | Journal Name List |
|
Recurring Entry List |
Reports |
Miscellaneous | Recurring Entry List |
|
GLS Report Writer |
Reports |
Report Writer |
|
Trial Balance |
Reports |
Trial Balance |
|
Data File Integrity Check (RO) |
Utilities |
Data File Integrity Check |
|
Select Different Client |
Utilities |
Select Different Client |
1 It is possible for multiple users to access the same record at the same time. If this occurs and changes are made to the same record, then the changes made by the user who saves the record last will overwrite any previously saved changes.
The following table shows the GLS functions that will restrict functions in other programs.
|
GLS Functions |
Programs |
Functions Prohibited |
|
Post Tabs3/TAS Accrual Balances |
Tabs3 |
All programs in Tabs3 except: |
|
All programs in GLS except: |
Tabs3 |
Customization |
|
Reindex Files |
Tabs3 |
Reindex Files |
|
Back Up Data Files |
Tabs3 |
Client File |
|
Check Reconciliation |
TAS |
Reindex Files |
|
Post Tabs3/TAS Accrual Balances |
TAS |
All programs in TAS except: |
|
Reindex Files |
TAS |
Reindex Files |
|
Renumber Accounts |
TAS |
Miscellaneous Files: |
|
Data File Integrity Check (RO) |
TAS |
Import Transactions |
|
All programs in GLS except: |
APS |
Customization |
|
Reindex Files |
APS |
Reindex Files |
|
Post Tabs3/TAS Accrual Balances |
APS |
Vendor File |
|
Renumber Accounts |
APS |
Miscellaneous |
|
All programs in GLS except: |
PracticeMaster |
Reindex RP File with Compact |
|
Reindex Files |
PracticeMaster |
Reindex Files |
|
Post Tabs3/TAS Accrual Balances |
PracticeMaster |
Synchronize PM and Tabs3/TAS |
The following PracticeMaster functions are Exclusive functions and require exclusive control of the PracticeMaster data files. Only one user will be able to access the PracticeMaster functions if such a function is invoked.
|
Exclusive PracticeMaster Functions |
Menu |
Submenu |
|
Back Up Data Files |
File |
Back Up Data Files |
|
Restore Data Files |
File |
Restore Data Files |
|
File Maintenance |
Maintenance |
File Maintenance |
|
Synchronize PM and Tabs3 / TAS |
Maintenance |
Integration |
|
Change Key Type |
Maintenance |
Renumber |
|
Renumber Client |
Maintenance |
Renumber |
|
Renumber Category |
Maintenance |
Renumber |
|
Renumber Tcode |
Maintenance |
Renumber |
|
Renumber Timekeeper |
Maintenance |
Renumber |
|
Conflict of Interest Configuration |
Maintenance |
Conflict of Interest |
|
Customization |
Utilities |
Customization |
|
Data File Integrity Check (RW) |
Utilities |
Data File Integrity Check |
|
Rebuild Related Party Categories |
Utilities |
Rebuild Related Party Categories |
|
Reindex Files |
Utilities |
Reindex Files |
|
QuickBooks Integration |
Maintenance |
Integration | QuickBooks Integration |
The following PracticeMaster functions are Single Access functions and can be accessed by only one user at a time (i.e., other users can access other PracticeMaster functions).
|
Single Access PracticeMaster Functions |
Menu |
Submenu |
|
Holidays by Venue |
Calendar |
Holidays by Venue |
|
Check In Briefcase1 |
Maintenance |
Integration |
|
Check Out Briefcase1 |
Maintenance |
Integration |
|
Conflict of Interest Exclude List |
Maintenance |
Conflict of Interest |
|
Palm Synchronization Setup |
Integration |
Handheld Integration |
1 Additionally, these programs are exclusive for the PracticeMaster session in which they are being run. This means that the user running this program cannot run any other programs; whereas, other users can still access other PracticeMaster functions.
The following PracticeMaster functions are Multi-Access functions and can be accessed by more than one user at the same time.
|
Multi-Access PracticeMaster Functions |
Menu |
Submenu |
|
Client |
File |
Open |
|
Related Parties |
File |
Open |
|
Calendar File |
File or Calendar |
Open |
|
Journal |
File |
Open |
|
Fee |
File |
Open |
|
Cost |
File |
Open |
|
Document Management |
File or Documents |
Open |
|
Client Manager |
File |
Client Manager |
|
Timer |
File |
Timer |
|
Visual Timer Display |
File |
Visual Timer Display |
|
Process Timer Records |
File |
Process Timer Records |
|
Web Browser |
File |
Web Browser |
|
Print Setup |
File |
Print Setup |
|
|
File |
Send E-mail |
|
Dial Phone |
File |
Dial Phone |
|
Calendar Codes |
Calendar |
Calendar Code File |
|
Daily Calendar |
Calendar |
Daily Calendar |
|
Task List |
Calendar |
Task List |
|
Active Alarms |
Calendar |
Active Alarms |
|
View Calendar Plans |
Calendar |
View Calendar Plans |
|
Calendar Plan Templates |
Calendar |
Calendar Plan Templates |
|
Calendar Properties |
Calendar |
Calendar Properties |
|
Generate CompuLaw Dates |
Calendar |
Generate CompuLaw Dates |
|
CompuLaw Date Maintenance |
Calendar |
CompuLaw Date Maintenance |
|
Convert to Fee Settings |
Open | |
Edit |
|
Convert to Fee |
Open | |
Edit | Action |
|
HotDocs Document Assembly |
Documents |
HotDocs Document Assembly |
|
Word Document Assembly 1 |
Documents |
Word Document Assembly |
|
Daily Report |
Reports |
Daily Report |
|
Conflict of Interest Search |
Reports |
Conflict of Interest Search |
|
Contact Search |
Reports |
Contact Search |
|
Graphical Calendar Report |
Reports |
Graphical Calendar Report |
|
Graphical Task List Report |
Reports |
Graphical Task List Report |
|
File Definition Report |
Reports |
File Definition Report |
|
Report Writer |
Reports |
Report Writer |
|
Dictionary Maintenance |
Maintenance |
Dictionary Maintenance |
|
E-mail Preferences |
Maintenance |
E-mail Preferences |
|
Palm Desktop (One-Way) |
Maintenance |
Integration | Handheld Integration |
|
Outlook Synchronization |
Maintenance |
Integration |
|
WORLDOX Integration |
Maintenance |
Integration |
|
iManage Integration |
Maintenance |
iManage Integration |
|
Data File Integrity Check (Read Only)2 |
Utilities |
Data File Integrity Check |
|
Utility Edit Program |
Utilities |
Utility Edit Program |
|
Initialize ODBC |
Utilities |
Initialize PracticeMaster ODBC |
|
Text Macro Maintenance |
File |
Open | All Other Files |
|
Timekeeper |
File |
Open | All Other Files |
|
Category |
File |
Open | All Other Files |
|
Transaction Code |
File |
Open | All Other Files |
|
Task Codes |
File |
Open | All Other Files |
|
Location Descriptions |
File |
Open | All Other Files |
1 Although Word Document Assembly is a Multi-Access function, when coding a Word Document Assembly template, no other PracticeMaster function can be used by the same user.
2 Additionally, these programs are exclusive for the PracticeMaster session in which they are being run. This means that the user running this program cannot run any other programs; whereas, other users can still access other PracticeMaster functions.
The following table shows the PracticeMaster functions that will restrict functions in other programs.
|
PracticeMaster Functions |
Programs |
Functions |
|
All programs in PracticeMaster except: |
Tabs3 |
Synchronize Tabs3 and PM |
|
Reindex Files |
Tabs3 |
Reindex Files |
|
Synchronize PM and Tabs3/TAS |
Tabs3 |
All programs in Tabs3 except: |
|
File Maintenance |
Tabs3 |
Data File Integrity Check (RO) |
|
Data File Integrity Check (RO) |
Tabs3 |
Back Up Data Files |
|
Restore Data Files |
Tabs3 |
Add/Delete Words |
|
All programs in PM except: |
TAS |
Change Key Type |
|
Reindex Files |
TAS |
Reindex Files |
|
Synchronize PM and Tabs3/TAS |
TAS |
All programs in TAS except: |
|
Renumber Category |
TAS |
All programs in TAS except: |
|
Data File Integrity Check (RO) |
TAS |
Back Up Data Files |
|
File Maintenance |
TAS |
Change Key Type |
|
Conflict of Interest Configuration |
TAS |
Data File Integrity Check (RO) |
|
Reindex RP File with Compact |
APS |
All programs in APS except: |
|
Reindex Files |
APS |
Reindex Files |
|
Data File Integrity Check (RO) |
APS |
Back Up Data Files |
|
Change Key Type |
APS |
Back Up Data Files |
|
Renumber Category |
APS |
Back Up Data Files |
|
Reindex RP File with Compact |
GLS |
All programs in GLS except: |
|
Reindex Files |
GLS |
Reindex Files |
|
Synchronize PM and Tabs3/TAS |
GLS |
Post Tabs3/TAS Accrual Balances |
The following table shows the TBDEVICE functions that will restrict functions in other programs.
|
TBDEVICE Functions |
STI Programs Affected |
Functions Prohibited |
|
Validation |
Tabs3 |
Data File Integrity Check (RW) |
|
Validation |
PracticeMaster |
Back Up Data Files |
|
Validation |
TAS |
Reindex Files |
|
Validation |
APS |
Back Up Data Files |
|
Validation |
GLS |
Reindex Files |
The following table shows the Taskbill functions that will restrict functions in other programs.
|
Taskbill Functions |
STI Programs Affected |
Functions Prohibited |
|
Export |
Tabs3 |
Back Up Data Files |
|
Export |
TAS |
Back Up Data Files |
|
Export |
PracticeMaster |
Synchronize PM and Tabs3/TAS |
|
Export |
APS |
Back Up Data Files |
|
Export |
GLS |
Post Tabs3/TAS Accrual Balances |
The following Tabs3 Remote functions are Exclusive functions and require exclusive control of the Tabs3 Remote data files. Only one user will be allowed access to Tabs3 Remote if such a function is invoked.
|
Exclusive Tabs3 Remote Functions |
Menu |
Submenu |
|
Data File Integrity Check |
Utilities |
Data File Integrity Check |
|
Tabs3 Remote Customization |
Utilities |
Customization |
|
Reindex Files |
Utilities |
Reindex Files |
|
User Configuration |
Utilities |
User Configuration |
|
Add/Delete Words |
Maintenance |
Add/Delete Words |
|
Spell Check Options |
Maintenance |
Spell Check Options |
The following Tabs3 Remote functions are Multi-Access functions and can be accessed by more than one user at the same time.
|
Multi-Access Tabs3 Remote Functions |
Menu |
Submenu |
|
Fee Entry1 |
File |
Open | Fee |
|
Cost Entry1 |
File |
Open | Cost |
|
Print Setup |
File |
Print Setup |
|
Transaction File List |
Reports |
Transaction File List |
|
Task Code Billing Report |
Reports |
Task Code Billing Report |
1 It is possible for multiple users to access the same record at the same time. If this occurs and changes are made to the same record, then the changes made by the user who saves the record last will overwrite any previously saved changes.
THE INFORMATION PROVIDED IN THE SOFTWARE TECHNOLOGY, INC. KNOWLEDGE BASE IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND. SOFTWARE TECHNOLOGY, INC. DISCLAIMS ALL WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING THE WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. IN NO EVENT SHALL SOFTWARE TECHNOLOGY, INC. OR ITS SUPPLIERS BE LIABLE FOR ANY DAMAGES WHATSOEVER INCLUDING DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, LOSS OF BUSINESS PROFITS OR SPECIAL DAMAGES, EVEN IF SOFTWARE TECHNOLOGY, INC. OR ITS SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES SO THE FOREGOING LIMITATION MAY NOT APPLY.
© 1999-2010 Software Technology, Inc. All rights
reserved. Terms of Use
The maker of Tabs3 and PracticeMaster
Tabs3, PracticeMaster, and the “pinwheel” symbol (
) are registered trademarks of Software Technology, Inc.
e-Mail Suggestions for the Knowledge Base to: kb@Tabs3.com
Technical Support via e-mail is not available.
Knowledge Base: http://support.Tabs3.com
Web Site: http://www.Tabs3.com