The information in this article applies to:
Note: If you are working with Version 16 products, please refer Knowledge Base Article R11327, "Network and Multi-User Functionality in the Software (Version 16)".
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 15 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 Tabs3, other users will not be allowed to access programs in any other Tabs3 and PracticeMaster software. Note: These restricted functions apply to single user systems as well as multi-user systems. |
Integrity Check Note: When the Data File Integrity Check program is run with the Read Only check box selected, this task can be run while other users are using the software. When run with the Read Only check box cleared, this task is considered Read/Write and requires exclusive access to the data files. Some minor errors are corrected and additional errors may be detected when run in this mode. In order to make these corrections, changes are written to the data files therefore requiring that no other users be accessing the software. On the following lists, the tasks are listed as "Data File Integrity Check (Read Only)" when the Data File Integrity Check is run with the Read Only check box selected, or as "Data File Integrity Check (Read/Write)" when the Data File Integrity Check is run with the Read Only check box cleared.
The following System Configuration functions are Super Exclusive functions and require exclusive control of all systems' data files. Only one user will be allowed to access the system with a program that requires super exclusive control.
|
Super Exclusive System Configuration Function |
Menu |
Submenu |
|
Back Up Data Files1 |
File |
Back Up Data Files |
|
Restore Data Files |
File |
Restore Data Files |
|
Restore HotBackupC |
File |
Restore HotBackup |
|
Reindex Files |
Utilities |
Reindex Files |
|
Rename User ID |
Utilities |
Rename User ID |
|
Reassign User ID |
Utilities |
Reassign User ID |
|
Change Data ID |
Utilities |
Change Data ID |
1 Unlike all other Super Exclusive functions, the Back Up Data Files program can be run while other users have other software open without any other functions open other than Task Folders.
C This feature is only available in the Client Server Version (CSV) 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 System Configuration Functions |
Menu |
Submenu |
|
Client Server ConfigurationC |
Client/Server |
Client Server Configuration |
C This feature is only available in the Client Server Version (CSV) software.
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 |
|
Access Profile |
File |
Open |
|
User Configuration |
File |
Open |
|
Group Configuration |
File |
Open |
|
Firm Information |
File |
Open |
|
HotBackupC |
File |
HotBackup |
|
Print Setup |
File |
Print Setup |
|
Access Profile List |
Reports |
Access Profile List |
|
User List |
Reports |
User List |
|
Group List |
Reports |
Group List |
|
HotBackup VaultC |
Client/Server |
HotBackup Vault |
|
Support Log |
View |
Support Log |
|
Error Log |
View |
Error Log |
|
Reset Log |
View |
Reset Log |
C This feature is only available in the Client Server Version (CSV) software.
The following Tabs3 functions are Super Exclusive functions and require exclusive control of all systems' data files. Only one user will be allowed to access the system with a program that requires super exclusive control.
|
Super Exclusive Tabs3 Function |
Menu |
Submenu |
|
Back Up Data Files1 |
File |
Back Up Data Files |
|
Restore Data Files |
File |
Restore Data Files |
|
Restore HotBackupC |
File |
Restore HotBackup |
|
Renumber Timekeeper |
Maintenance |
Renumber |
1 Unlike all other Super Exclusive functions, the Back Up Data Files program can be run while other users have other software open without any other functions open other than Task Folders.
C This feature is only available in the Client Server Version (CSV) software.
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 |
|
Rename Statement Template |
Statements |
Statement Setup |
|
Synchronize Tabs3 and PracticeMaster |
Maintenance |
Integration |
|
QuickBooks Integration |
Maintenance |
Integration |
|
Advance Current Reporting Month |
Maintenance |
Month-End/Year-End |
|
Change Key Type |
Maintenance |
Renumber |
|
Renumber Client2 |
Maintenance |
Renumber |
|
Renumber Category |
Maintenance |
Renumber |
|
Renumber Tcode |
Maintenance |
Renumber |
|
Archive Integrity Check (Read/Write) |
Utilities |
Archive Integrity Check |
|
Change Beginning Reporting Month |
Utilities |
Change Beginning Reporting Month |
|
Tabs3 Customization3 |
Utilities |
Customization |
|
Data File Integrity Check (Read/Write) |
Utilities |
Data File Integrity Check |
|
Reindex Files |
Utilities |
Reindex Files |
2 This feature is only an Exclusive Function when using the multi-user version of Tabs3 and PracticeMaster software. The Client Server Version (CSV) software treats Renumber Client as a Multi-Access Function.
3 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 Statements4 |
Statements |
Update Statements |
|
Undo Single Updated Statement4 |
Statements |
Undo Updated Statement |
|
Undo Multiple Updated Statements4 |
Statements |
Undo Updated Statement |
|
Statement Customization |
Statements |
Statement Setup |
|
Statement Designer |
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 |
|
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 |
|
GLS Integration Setup5 |
Maintenance |
Integration |
|
Handheld Integration |
Maintenance |
Integration |
|
Transfer A/R and Transactions |
Maintenance |
Transfer A/R and Transactions |
4 Only one user can access any of these three functions at a time. For example, when a user is updating statements, another user cannot undo an updated statement until the other user exits the Update Statements program.
5 Although GLS Integration Setup is an Exclusive Function, users are able to browse the Integration options while other users are accessing the software.
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 Information6 |
File |
Open/Client |
|
Client Funds Entry6 |
File |
Open/Client Funds |
|
Fee Entry6 |
File |
Open/Fee |
|
Cost Entry6 |
File |
Open/Cost |
|
Payment Entry6 |
File |
Open/Payment |
|
Timekeeper File6 |
File |
Open/Miscellaneous |
|
Category File6 |
File |
Open/Miscellaneous |
|
Transaction Code File6 |
File |
Open/Miscellaneous |
|
Miscellaneous Descriptions6 |
File |
Open/Miscellaneous |
|
Billing Frequency |
File |
Open/Miscellaneous |
|
Location |
File |
Open/Miscellaneous |
|
Task Code |
File |
Open/Miscellaneous |
|
HotBackupC |
File |
HotBackup |
|
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 |
|
Generate Statements |
Statements |
Print Statements |
|
Pre-Update Statements Report |
Statements |
Pre-Update Statements Report |
|
Reprint Single Updated Statement |
Statements |
Reprint Updated Statement |
|
Reprint Multiple Updated Statements |
Statements |
Reprint Updated Statement |
|
Statement Notes |
Statements |
Statement Setup |
|
Statement Templates |
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 |
|
Collections Report |
Reports |
Accounts Receivable |
|
Client List |
Reports |
Client |
|
Client Labels |
Reports |
Client |
|
Client Rate Report |
Reports |
Client |
|
Fee Compensation Rules Report |
Reports |
Client |
|
Split Fee Billing Report |
Reports |
Client |
|
Top Client Report |
Reports |
Client |
|
Conflict of Interest Check |
Reports |
Conflict of Interest Check |
|
Allocated Payments Report |
Reports |
Management |
|
Cash Receipts Report |
Reports |
Management |
|
Client Budget Report |
Reports |
Management |
|
Client Funds Report |
Reports |
Management |
|
Client Ledger Report |
Reports |
Management |
|
Client Realization Report |
Reports |
Management |
|
Receipt Allocation Report |
Reports |
Management |
|
Timekeeper Profitability Report |
Reports |
Management |
|
Timekeeper Realization Report |
Reports |
Management |
|
Timekeeper Status Report |
Reports |
Management |
|
Unallocated Payments 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 |
|
Category Productivity Report |
Reports |
Productivity |
|
Client Analysis Report |
Reports |
Productivity |
|
Client Productivity Report |
Reports |
Productivity |
|
Productivity Report by Category for each Timekeeper |
Reports |
Productivity |
|
Productivity Report by Tcode for each Timekeeper |
Reports |
Productivity |
|
Timekeeper Analysis Report |
Reports |
Productivity |
|
Timekeeper Productivity Report |
Reports |
Productivity |
|
Tabs3 Report Writer (optional) |
Reports |
Report Writer |
|
Recap of Hours Report |
Reports |
Transactions |
|
Transaction File List |
Reports |
Transactions |
|
Task Code Billing Report |
Reports |
Transactions |
|
Task Code Budget Report |
Reports |
Transactions |
|
Credit Card Authorization List |
Reports |
Transactions |
|
Detail Work-In-Process Report |
Reports |
Work-In-Process |
|
Summary Work-In-Process Report |
Reports |
Work-In-Process |
|
Aged Work-In-Process Report |
Reports |
Work-In-Process |
|
Report Suite Manager |
Reports |
Report Suite |
|
Run Report Suite |
Reports |
Report Suite |
|
Write Off Client |
Maintenance |
Client Related |
|
Add/Delete Words |
Maintenance |
Dictionary Maintenance |
|
Spell Check Options |
Maintenance |
Dictionary Maintenance |
|
Transfer Billing Lookup Files from PracticeMaster |
Maintenance |
Integration |
|
Renumber ClientA |
Maintenance |
Renumber |
|
Change WIP Transactions |
Maintenance |
Transaction Related |
|
Payment Adjustment |
Maintenance |
Transaction Related |
|
Text Macro Maintenance |
Maintenance |
Text Macro Maintenance |
|
Archive Integrity Check (Read Only)D |
Utilities |
Archive Integrity Check |
|
Data File Integrity Check (Read Only)D |
Utilities |
Data File Integrity Check |
|
Support Log |
View |
Support Log |
|
Error Log |
View |
Error Log |
|
Reset Log |
View |
Reset Log |
6 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 fields in a record, in Version 15.1 and later a Data Conflict Details window will be displayed, allowing you to select between the values entered by each user. If changes are made to different fields within a record, changes by both users will be saved.
A This feature is only Multi-Access for the Client Server Version (CSV) software.
C This feature is only available in the Client Server Version (CSV) software.
D When the Data File Integrity Check program is run with the Read Only check box selected, this task can be run while other users are using the software. When run with the Read Only check box cleared, this task is considered Read/Write and requires exclusive access to the data files. Some minor errors are corrected and additional errors may be detected when run in this mode. In order to make these corrections, changes are written to the data files therefore requiring that no other users be accessing the software. On the following lists, the tasks are listed as "Data File Integrity Check (Read Only)" when the Data File Integrity Check is run with the Read Only check box selected, or as "Data File Integrity Check (Read/Write)" when the Data File Integrity Check is run with the Read Only check box cleared.
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 Help index.
The following TAS functions are Super Exclusive functions and require exclusive control of all systems' data files. Only one user will be allowed to access the system with a program that requires super exclusive control.
|
Super Exclusive TAS Function |
Menu |
Submenu |
|
Back Up Data Files1 |
File |
Back Up Data Files |
|
Restore Data Files |
File |
Restore Data Files |
|
Restore HotBackupC |
File |
Restore HotBackup |
|
Renumber Attorney |
Maintenance |
Renumber | Attorney |
1 Unlike all other Super Exclusive functions, the Back Up Data Files program can be run while other users have other software open without any other functions open other than Task Folders.
C This feature is only available in the Client Server Version (CSV) software.
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 |
|
Import Transactions |
Maintenance |
Import Transactions |
|
Change Key Type |
Maintenance |
Renumber | Change Key Type |
|
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 Information2 |
File |
Open | Trust Account |
|
Trust Transactions2 |
File |
Open | Transaction |
|
Attorney2 |
File |
Open | Miscellaneous |
|
Payee2 |
File |
Open | Miscellaneous |
|
Bank Account2 |
File |
Open | Miscellaneous |
|
HotBackupC |
File |
HotBackup |
|
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)D |
Utilities |
Data File Integrity Check |
|
Initialize TAS ODBC |
Utilities |
Initialize TAS ODBC |
|
Support Log |
View |
Support Log |
|
Error Log |
View |
Error Log |
|
Reset Log |
View |
Reset Log |
2 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.
C This feature is only available in the Client Server Version (CSV) software.
D When the Data File Integrity Check program is run with the Read Only check box selected, this task can be run while other users are using the software. When run with the Read Only check box cleared, this task is considered Read/Write and requires exclusive access to the data files. Some minor errors are corrected and additional errors may be detected when run in this mode. In order to make these corrections, changes are written to the data files therefore requiring that no other users be accessing the software. On the following lists, the tasks are listed as "Data File Integrity Check (Read Only)" when the Data File Integrity Check is run with the Read Only check box selected, or as "Data File Integrity Check (Read/Write)" when the Data File Integrity Check is run with the Read Only check box cleared.
The following APS functions are Super Exclusive functions and require exclusive control of all systems' data files. Only one user will be allowed to access the system with a program that requires super exclusive control.
|
Super Exclusive APS Function |
Menu |
Submenu |
|
Back Up Data Files1 |
File |
Back Up Data Files |
|
Restore Data Files |
File |
Restore Data Files |
|
Restore HotBackupC |
File |
Restore HotBackup |
1 Unlike all other Super Exclusive functions, the Back Up Data Files program can be run while other users have other software open without any other functions open other than Task Folders.
C This feature is only available in the Client Server Version (CSV) software.
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 |
|
Post Recurring Entries |
Checks |
Check Preparation | Post Recurring Entries (Monthly) |
|
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 (Read/Write) |
Utilities |
Data File Integrity Check |
|
Reindex Files |
Utilities |
Reindex Files |
|
Purge Checks |
Utilities |
Purge Checks |
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 |
|
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 |
|
Void/Reprint Unposted Checks |
Checks |
Void Checks | Void/Reprint Unposted Checks |
|
Create 1099 Disk File |
Reports |
1099 Information | Create 1099 Disk File |
|
Transfer Invoices |
Maintenance |
Invoice | Transfer Invoices |
|
Select Invoices to Save/Purge |
Utilities |
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 Information2 |
File |
Open | Vendor |
|
Invoice/Manual Check Entry2 |
File |
Open | Invoice/Manual Checks |
|
Bank Account2 |
File |
Open | Miscellaneous |
|
Recurring Entry2 |
File |
Open | Miscellaneous |
|
HotBackupC |
File |
HotBackup |
|
Print Setup |
File |
Print Setup |
|
Cash Requirements Report |
Checks |
Check Preparation | Cash Requirements Report |
|
Pre-Check Register Report |
Checks |
Check Preparation | Pre-Check Register |
|
Check Register |
Checks |
Check Register |
|
Void Posted Checks |
Checks |
Void Checks | Void Posted Checks |
|
Voided Check List |
Checks |
Void Checks | Voided Check List |
|
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 (Read Only)D |
Utilities |
Data File Integrity Check |
|
Support Log |
View |
Log Files | Support Log |
|
Error Log |
View |
Log Files | Error Log |
|
Reset Log |
View |
Log Files | Reset Log |
2 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.
C This feature is only available in the Client Server Version (CSV) software.
D When the Data File Integrity Check program is run with the Read Only check box selected, this task can be run while other users are using the software. When run with the Read Only check box cleared, this task is considered Read/Write and requires exclusive access to the data files. Some minor errors are corrected and additional errors may be detected when run in this mode. In order to make these corrections, changes are written to the data files therefore requiring that no other users be accessing the software. On the following lists, the tasks are listed as "Data File Integrity Check (Read Only)" when the Data File Integrity Check is run with the Read Only check box selected, or as "Data File Integrity Check (Read/Write)" when the Data File Integrity Check is run with the Read Only check box cleared.
The following GLS functions are Super Exclusive functions and require exclusive control of all systems' data files. Only one user will be allowed to access the system with a program that requires super exclusive control.
|
Super Exclusive GLS Function |
Menu |
Submenu |
|
Back Up Data Files1 |
File |
Back Up Data Files |
|
Restore Data Files |
File |
Restore Data Files |
|
Restore HotBackupC |
File |
Restore HotBackup |
1 Unlike all other Super Exclusive functions, the Back Up Data Files program can be run while other users have other software open without any other functions open other than Task Folders.
C This feature is only available in the Client Server Version (CSV) software.
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 |
|
Advance Current Posting Month |
Maintenance |
Advance Current Posting Month |
|
Post ASCII Data |
Maintenance |
Post ASCII Data |
|
Post PenSoft Payroll Data |
Maintenance |
Post PenSoft Payroll Data |
|
Post Recurring Entries |
Maintenance |
Post Recurring Entries |
|
Post Tabs3/TAS Accrual Balances |
Maintenance |
Post Tabs3/TAS Accrual Balances |
|
Renumber Account |
Maintenance |
Renumber | Account |
|
Change Account # Format |
Maintenance |
Renumber | Change Account # Format |
|
Change Fiscal Year |
Utilities |
Change Fiscal Year |
|
Data File Integrity Check (Read/Write) |
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 File2 |
File |
Open | Chart of Accounts |
|
Journal Entry2 |
File |
Open | Journal Entries |
|
Deposit Slips |
File |
Open | Deposit Slips |
|
Journal Name File2 |
File |
Open | Miscellaneous |
|
Department File2 |
File |
Open | Miscellaneous |
|
Recurring Entry File2 |
File |
Open | Miscellaneous |
|
HotBackupC |
File |
HotBackup |
|
Print Setup |
File |
Print Setup |
|
Balance Sheet |
Reports |
Balance Sheet |
|
Bank Account Balance |
Reports |
Bank Account Balance |
|
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 (optional) |
Reports |
Report Writer |
|
Trial Balance |
Reports |
Trial Balance |
|
Data File Integrity Check (Read Only)D |
Utilities |
Data File Integrity Check |
|
Select Different Client |
Utilities |
Select Different Client |
|
Support Log |
View |
Log Files | Support Log |
|
Error Log |
View |
Log Files | Error Log |
|
Reset Log |
View |
Log Files | Reset Log |
2 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.
C This feature is only available in the Client Server Version (CSV) software.
D When the Data File Integrity Check program is run with the Read Only check box selected, this task can be run while other users are using the software. When run with the Read Only check box cleared, this task is considered Read/Write and requires exclusive access to the data files. Some minor errors are corrected and additional errors may be detected when run in this mode. In order to make these corrections, changes are written to the data files therefore requiring that no other users be accessing the software. On the following lists, the tasks are listed as "Data File Integrity Check (Read Only)" when the Data File Integrity Check is run with the Read Only check box selected, or as "Data File Integrity Check (Read/Write)" when the Data File Integrity Check is run with the Read Only check box cleared.
The following PracticeMaster functions are Super Exclusive functions and require exclusive control of all systems' data files. Only one user will be allowed to access the system with a program that requires super exclusive control.
|
Super Exclusive PracticeMaster Function |
Menu |
Submenu |
|
Back Up Data Files1 |
File |
Back Up Data Files |
|
Restore Data Files |
File |
Restore Data Files |
|
Restore HotBackupC |
File |
Restore HotBackup |
|
Renumber Timekeeper |
Maintenance |
Renumber |
1 Unlike all other Super Exclusive functions, the Back Up Data Files program can be run while other users have other software open without any other functions open other than Task Folders.
C This feature is only available in the Client Server Version (CSV) software.
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 |
|
Search Settings |
Search |
Search Settings |
|
Exclude List |
Search |
Search Settings |
|
File Maintenance |
Maintenance |
File Maintenance |
|
QuickBooks Integration |
Maintenance |
Integration |
|
Synchronize PM and Tabs3 / TAS |
Maintenance |
Integration |
|
Change Key Type |
Maintenance |
Renumber |
|
Renumber Client2 |
Maintenance |
Renumber |
|
Renumber Category |
Maintenance |
Renumber |
|
Renumber Tcode |
Maintenance |
Renumber |
|
Customization |
Utilities |
Customization |
|
Data File Integrity Check (Read/Write) |
Utilities |
Data File Integrity Check |
|
Rebuild Related Party Categories |
Utilities |
Rebuild Related Party Categories |
|
Reindex Files |
Utilities |
Reindex Files |
2 This feature is only an Exclusive Function when using the multi-user version of Tabs3 and PracticeMaster software. The Client Server Version (CSV) software treats Renumber Client as a Multi-Access Function.
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 Out Briefcase3 |
Maintenance |
Integration |
|
Check In Briefcase3 |
Maintenance |
Integration |
|
Palm Synchronization Setup |
Integration |
Handheld Integration |
|
Import Data Wizard |
Maintenance |
Import Data Wizard |
3 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 program; 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 |
|
Client6 |
File |
Open |
|
Related Parties6 |
File |
Open |
|
Calendar File6 |
File or Calendar |
Open or Calendar File |
|
Journal6 |
File |
Open |
|
Fee6 |
File |
Open |
|
Cost6 |
File |
Open |
|
Document Management6 |
File or Documents |
Open or Document Management |
|
eNoteC |
File |
Open |
|
eNote ListC |
File |
Open |
|
Timekeeper6 |
File |
Open | All Other Files |
|
Category6 |
File |
Open | All Other Files |
|
Transaction Code6 |
File |
Open | All Other Files |
|
Task Code6 |
File |
Open | All Other Files |
|
Location Description6 |
File |
Open | All Other Files |
|
Text Macro Maintenance6 |
File |
Open | All Other Files |
|
Client Manager |
File |
Client Manager |
|
HotBackupC |
File |
HotBackup |
|
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 Codes6 |
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 |
File |
Open |
Calendar or Journal |
|
Convert to Fee |
File |
Open |
Calendar or Journal |
|
Rename Related Party |
File |
Rename Related Party |
|
HotDocs Document Assembly |
Documents |
HotDocs Document Assembly |
|
Word Document Assembly 4 |
Documents |
Word Document Assembly |
|
Daily Report |
Reports |
Daily Report |
|
Client Inactivity Report |
Reports |
Client Inactivity Report |
|
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 |
|
Conflict of Interest Search |
Search |
Conflict of Interest Search |
|
Contact Search |
Search |
Contact Search |
|
Document Search |
Search |
Document Search |
|
WORLDOX Search |
Search |
WORLDOX Search |
|
Add/Delete Words |
Maintenance |
Dictionary Maintenance |
|
Spell Check Options |
Maintenance |
Dictionary Maintenance |
|
Outlook Synchronization |
Maintenance |
Integration |
|
Toolbar Plug-ins |
Maintenance |
Integration |
|
WORLDOX Integration |
Maintenance |
Integration |
|
E-mail Preferences |
Maintenance |
Preferences |
|
eNote PreferencesC |
Maintenance |
Preferences |
|
Timer Preferences |
Maintenance |
Preferences |
|
Visual Timer Display Properties |
Maintenance |
Preferences |
|
Renumber ClientA |
Maintenance |
Renumber |
|
Data File Integrity Check (Read Only)5 D |
Utilities |
Data File Integrity Check |
|
Initialize ODBC |
Utilities |
Initialize PracticeMaster ODBC |
|
Utility Edit Program |
Utilities |
Utility Edit Program |
|
Support Log |
View |
Log Files |
|
Error Log |
View |
Log Files |
|
Reset Log |
View |
Log Files |
4 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.
5 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 program; whereas, other users can still access other PracticeMaster functions.
6 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 fields in a record, in Version 15.1 and later a Data Conflict Details window will be displayed, allowing you to select between the values entered by each user. If changes are made to different fields within a record, changes by both users will be saved.
A This feature is only Multi-Access for the Client Server Version (CSV) software.
C This feature is only available in the Client Server Version (CSV) software.
D When the Data File Integrity Check program is run with the Read Only check box selected, this task can be run while other users are using the software. When run with the Read Only check box cleared, this task is considered Read/Write and requires exclusive access to the data files. Some minor errors are corrected and additional errors may be detected when run in this mode. In order to make these corrections, changes are written to the data files therefore requiring that no other users be accessing the software. On the following lists, the tasks are listed as "Data File Integrity Check (Read Only)" when the Data File Integrity Check is run with the Read Only check box selected, or as "Data File Integrity Check (Read/Write)" when the Data File Integrity Check is run with the Read Only check box cleared.
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 |
|
Tabs3 Remote Customization |
Utilities |
Customization |
|
Data File Integrity Check (Read/Write) |
Utilities |
Data File Integrity Check |
|
Reindex Files |
Utilities |
Reindex Files |
|
User Configuration |
Utilities |
User Configuration |
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 |
|
Task Code Billing Report |
Reports |
Task Code Billing Report |
|
Transaction File List |
Reports |
Transaction File List |
|
Add/Delete Words |
Maintenance |
Add/Delete Words |
|
Spell Check Options |
Maintenance |
Spell Check Options |
|
Data File Integrity Check (Read Only)D |
Utilities |
Data File Integrity Check |
|
Error Log |
View |
Error Log |
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.
D When the Data File Integrity Check program is run with the Read Only check box selected, this task can be run while other users are using the software. When run with the Read Only check box cleared, this task is considered Read/Write and requires exclusive access to the data files. Some minor errors are corrected and additional errors may be detected when run in this mode. In order to make these corrections, changes are written to the data files therefore requiring that no other users be accessing the software. On the following lists, the tasks are listed as "Data File Integrity Check (Read Only)" when the Data File Integrity Check is run with the Read Only check box selected, or as "Data File Integrity Check (Read/Write)" when the Data File Integrity Check is run with the Read Only check box cleared.
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.
© 1999-2012 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