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Tabs3 Billing Code Import

Bring your clients and matters list from Tabs3 into Billables AI

There are two ways to enable Billables AI with Tabs3:

  1. Automated Syncing via custom-built workflows. This path requires third party development work which incurs a separate fee and is available for enterprise (20+ users) on an annual contract. If you're interested in this option, reach out to support@billables.ai
  2. Manual import and exports. Upload your clients and matters into Billables and manually export your time entries once approved. Billables AI automates the time-keeping portion of the process.

Instructions for Manual Imports and Exports

 

Note: Tabs3 does not have an export function. Your data can only be exported through the PracticeMaster interface. The PracticeMaster version should be compatible with the Tabs3 version to synchronize properly. If you are having issues with setting up PracticeMaster or have sync issues, contact Tabs3 support to set up PracticeMaster. 

  1. Select the Maintenance tab and click File Maintenance.
  2. Select the desired Export Files.
    Data type File location File name
    Matters Client CMCLIENT
    Contacts Lookup Files > Contact CMRELATE
    Notes and communications Common Client Related Files > Journal CMJRNL
    Tasks and calendar Calendar CMCAL
    Expenses Common Client Related Files > Cost CMCOST
    Fees Common Client Related Files > Fee CMFEES
  3. Click OK.
  4. Select Utility and click Export Data.
  5. Rename the file and add .csv to convert it into a spreadsheet format.
  6. Click Ok.

 

Timekeeper list (with ID numbers):

  1. Go to the TABS module.
  2. Click Reports > Miscellaneous > Timekeepers List.
  3. Export file to XLSX format.

 

Category list (with ID numbers and for practice areas):

  1. Go to the TABS module
  2. Click Reports > Miscellaneous > Category List.
  3. Export file to XLSX format.