The information in this article applies to:

• Tabs3 Billing Version 17
• PracticeMaster Version 17
• Tabs3 General Ledger Software (GLS) Version 17
• Tabs3 Accounts Payable Software (APS) Version 17
• Tabs3 Trust Accounting Software (TAS) Version 17

Note: For information about Access Rights in Version 18, please see KB Article R11652, “Access Rights (Ver. 18)”.

SUMMARY

Access profiles are created in System Configuration and are used to assign rights to the various software systems, programs, and functions. An access profile defines exactly which functions in Tabs3 Billing, PracticeMaster, GLS, APS, and TAS are available to any user who is assigned to that access profile. Once an Access Profile has been defined, it can then be associated with the individual users who will then have those collective rights. A predefined access profile called “Manager” is automatically created and cannot be modified or deleted. Any user who is assigned to the Manager access profile has all rights to everything. A manager can print a detailed Access Profile List in System Configuration that indicates the rights that have been assigned to individual Access Profiles. Each access profile can be shown with its corresponding Yes or No value.

This article lists which access rights are available for access profiles in the software.

• System Activity
• Tabs3 Billing
• PracticeMaster
• GLS
• TAS
• APS
• Summary of New Access Rights in Version 17
• Frequently Asked Questions

SYSTEM ACTIVITY RIGHTS

The following table shows the various system-wide access rights that can be defined in an access profile. Accessing the Access Profiles program requires Manager access rights.

System Activity Group	Access Rights Available
System Configuration Access	User Configuration Group Configuration
System Options	Firm Information Display Active User List Log Off Users (See notes) SQL Access to System Config Files (See notes) Check for Software Updates
Back Up/Restore	Back Up Data Files Restore Data Files

Notes for System Access Rights

Log Off Users: This option, when enabled, allows the Tabs3 Billing user to safely log off other users who are currently logged into the Tabs3 Billing and PracticeMaster software. Logging off users in this way discards any unsaved changes and removes the selected user from all conflicting programs. The Log Off Users feature is available only in Platinum versions of the software.
Return to Table

SQL Access to System Config Files: This option, when enabled, allows the user to access the System Configuration data files via the Platinum SQL Server. The SQL System Tables feature is only available in Platinum versions of the Tabs3 Billing and PracticeMaster software with the Platinum SQL Server.
      Return to Table

TABS3 BILLING ACCESS RIGHTS

The following table shows the various Tabs3 Billing access rights that can be defined in an access profile.

Tabs3 Group	Access Rights Available
Client Information	Browse Client Add Client Change Client Delete Client Browse Client Notes Edit Client Notes Browse Fee Compensation Rules Edit Fee Compensation Rules (See notes) Browse Contact (See notes) Add Contact Change Contact Delete Contact
Fee, Cost, Payment & Client Funds Transactions	Browse Fees Add Fees Change Fees Delete Fees Detail Fee View (See notes) Browse Costs Add Costs Change Costs Delete Costs Detail Cost View (See notes) Detail Cost GLS View (See notes) Browse Payments Add Payments Change Payments Delete Payments Edit Payment Allocations (See notes) Browse Payment Allocations Browse Fee Compensation Information (See notes) Detail Payment GLS View (See notes) Browse Client Funds Add Client Funds Change Client Funds Delete Client Funds Detail Client Funds GLS View (See notes)
Timekeeper, Category & Transaction Code Information/Misc. Desc.	Edit Timekeeper Browse Timekeeper Edit Category Browse Category Edit Transaction Code Browse Transaction Code Edit Timekeeper Level Descriptions Edit Cost Type Descriptions Edit Task Code Set Descriptions
Bill. Freq./Location/Task Code/Dial Phone	Edit Billing Frequencies Browse Billing Frequencies Edit Location Browse Location Edit Task Codes Browse Task Codes Phone Dialer
Statement Preparation	Detailed Work-In-Process Report Summary Work-In-Process Report Aged Work-In-Process Report Write-Up/Write-Down Fees and Costs Adjust Flat Fee Clients Perform Split Billing Undo Split Billing
Statements/Statement Setup	Print Draft Statements Print Final Statements Pre-Bill Tracking Pre-Update Statement Report Unbill Final Statements Update Statements Undo Updated Statements Reprint Updated Statements Statement Customization Statement Designer Edit Statement Notes Browse Statement Notes Edit Statement Templates Browse Statement Templates Rename Statement Templates Edit E-mail Templates Browse E-mail Templates E-mail Statements E-mail Statements Report
Accounts Receivable & Client Reports/Conflict of Interest	Accounts Receivable by Invoice Report Detail Accounts Receivable Report Summary Accounts Receivable Report Accounts Receivable by Timekeeper Report Client List Client Labels Client Rate Report Fee Compensation Rules Report Collections Report Split Billing Report Top Client Report Conflict of Interest Check Client Inactivity Report
Management Reports	Allocated Payments Report Cash Receipts Report Client Budget Report Client Funds Report Client Ledger Report Client Realization Report Receipt Allocation Report Timekeeper Realization Report Timekeeper Profitability Report Timekeeper Status Report Unallocated Payments Report Write-Up/Write-Down Report
Miscellaneous Reports	Billing Frequency List Category List Cost Type Description List Location List Statement Template List E-mail Template List Statement Note List Task Code List Task Code Set List Timekeeper List Timekeeper Level List Transaction Code List Text Macro List
Productivity & Transaction Reports/Report Writer/Report Suites	Category Productivity Report Client Analysis Report Client Productivity Report Credit Card Authorization List Productivity Report by Category/Timekeeper Productivity Report by Tcode/Timekeeper Timekeeper Productivity Report Report Writer Recap of Hours Report Task Code Budget Report Timekeeper Analysis Report Transaction File List Task Code Billing Report Report Suite Manager (See notes) Run Report Suite
Client Related Maintenance	Change Client Options Delete a Range of Clients Write Off Client Reverse Write Off
Dictionary Maintenance/Integration	Add/Delete Dictionary Words Spell Check Options Create Validation Files PracticeMaster Synchronization Merge Practice Management Changes Transfer All Clients to Practice Management Transfer Billing Lookup Files from PracticeMaster Merge Data Capture Transactions Merge Tabs3 Remote Data QuickBooks Integration Edit GLS Integration Setup Browse GLS Integration Setup
Month-End/Year-End /Renumber/Transaction Related	Advance Current Reporting Month Change Key Type Renumber Client Renumber Category Renumber Transaction Code Renumber Timekeeper Rename Contact Change WIP Transactions Payment Adjustment Transfer A/R and Transactions Text Macro Maintenance
Utilities/View	Archive Integrity Check Change Beginning Reporting Month Customization Data File Integrity Check Reindex Files View Active User List View Support Log SQL Access to Data Files (See notes)

Notes for Tabs3 Billing Access Rights

Edit Fee Compensation Rules: This option, when enabled, allows the Tabs3 Billing user to edit Fee Compensation rules from the Setup tab in Client Information. This option requires that the Change Client option be enabled as well. If either of these options is not enabled, the user cannot edit Fee Compensation Rules.
      Return to Table

Browse Contact: This option, when enabled, allows the Tabs3 Billing user to view Contact records and access the Outlook Sync Billing Changes log.
      Return to Table

Detail Fee View: This option, when enabled, allows the Tabs3 Billing user to switch from Rapid view to Detail view while in the Fee Data Entry window. If this option is not enabled, the Tabs3 Billing user can only view the Fee Data Entry window in Rapid view.
      Return to Table

Detail Cost View: This option, when enabled, allows the Tabs3 Billing user to switch from Rapid view to Detail view while in the Cost Data Entry window. If this option is not enabled, the Tabs3 Billing user can only view the Cost Data Entry window in Rapid view.
      Return to Table

Detail Cost GLS View: This option, when enabled, allows the user of Tabs3 Billing to open the GLS Integration window while in the Cost Data Entry window and make changes to the default GLS journal entries as well as add or delete journal entries for that cost entry. If this option is not enabled, the user of Tabs3 Billing will receive a message indicating that he does not have access rights when selecting the GLS Integration button on the Cost Data Entry window. The user does not have to have rights in GLS in order to view or modify journal entries for the cost entry.
      Return to Table

Edit Payment Allocations: This option, when enabled, allows the Tabs3 Billing user to open the manual Payment Allocation window while in the Payment Data Entry window and make changes to the default payment allocations. If this option is not enabled, the Tabs3 Billing user will receive a message indicating that she does not have access rights when selecting the Payment Allocation button on the Payment Data Entry window.
      Return to Table

Browse Fee Compensation Information: This option, when enabled, allows the Tabs3 Billing user to view Fee Compensation Rules while in the Payment Allocation window. If this option is not enabled, the Tabs3 Billing user will not be able to see Fee Compensation Rules on the Payment Allocation window.
      Return to Table

Detail Payment GLS View: This option, when enabled, allows the Tabs3 Billing user to open the GLS Integration window while in the Payment Data Entry window and make changes to the default GLS journal entries as well as add or delete journal entries for that payment entry. If this option is not enabled, the Tabs3 Billing user will receive a message indicating that he does not have access rights when selecting the GLS Integration button on the Payment Data Entry window. The user does not have to have rights in GLS in order to view or modify journal entries for the payment entry.
      Return to Table

Detail Client Funds GLS View: This option, when enabled, allows the Tabs3 Billing user to open the GLS Integration window while in the Client Funds Data Entry window and make changes to the default GLS journal entries as well as add or delete journal entries for that client funds entry. If this option is not enabled, the Tabs3 Billing user will receive a message indicating that he does not have access rights when selecting the GLS Integration button on the Client Funds Data Entry window. The user does not have to have rights in GLS in order to view or modify journal entries for the client funds entry.
      Return to Table

Report Suite Manager: This option, when enabled, allows the Tabs3 Billing user to, add, change, and delete reports in the Report Suite Manager. This does not, however, allow the user to run the Report Suite reports. In order for a user to run Report Suites, the Run Report Suite access right must be enabled.
      Return to Table

SQL Access to Data Files: This option, when enabled, allows the user to access the Tabs3 Billing data files via the Platinum SQL Server. The SQL feature is only available in Platinum versions of the Tabs3 Billing and PracticeMaster software with the Platinum SQL Server.
      Return to Table

PRACTICEMASTER ACCESS RIGHTS

The following table shows the various PracticeMaster access rights that can be defined in an access profile.

PracticeMaster Group	Access Rights Available
File Information	Browse Client (See notes) Add Client Change Client Delete Client Browse Contact Add Contact Change Contact Delete Contact Browse Calendar Add Calendar Change Calendar Delete Calendar Browse Calendar Code Add Calendar Code Change Calendar Code Delete Calendar Code Browse Billing Lookup Files (See notes) Add Billing Lookup Files (See notes) Change Billing Lookup Files (See notes) Delete Billing Lookup Files (See notes) Browse Journal Add Journal Change Journal Delete Journal Browse Document Management Add Document Management Change Document Management Delete Document Management Download Files via Tabs3 Connect Browse Document Type Add Document Type Change Document Type Delete Document Type Browse Fee Add Fee Change Fee Delete Fee Browse Cost Add Cost Change Cost Delete Cost Browse Text Macro Add Text Macro Change Text Macro Delete Text Macro Browse Other Files (See notes) Add Other Files Change Other Files Delete Other Files Matter Manager Billing Summary
Timer/Form Designer	Timer Process Timer Records/Convert to Fee Settings Form Designer (See notes)
Calendar	Calendar Display Browse Plans Edit Plans Browse Plan Templates Edit Plan Templates Process Plan Template Browse Holidays Edit Holidays by Venue Reserved
Document	HotDocs Assembly and Cross Reference (See notes) HotDocs Assembly Add/Edit Records Word Document Assembly Word Template Editing Check In for Other Users Discard Other User’s Checkouts
Reports	Daily Report Report Writer (See notes) Report Writer Design (See notes) Report Writer Runtime (See notes) Client Inactivity Report
Search	Conflict of Interest Search Document Search Contact Search Search Settings
eNotes [Only applicable in PracticeMaster Platinum]	Enable PracticeMaster eNotes Reply To eNotes Send New eNotes Permanently Delete eNotes Edit eNote Preferences Access to All Users’ eNotes
Maintenance/Synchronization /Integration	Add/Delete Dictionary Words Spell Check Options File Maintenance Import Data Wizard Browse WorkFlows Add WorkFlows Edit WorkFlows Delete WorkFlows Manage Quick Clicks Items for All Users (See notes) Tabs3 Synchronization Worldox Integration Worldox Profile Group Setup Change Key Type Renumber Client Renumber Category Renumber Tcode Renumber Timekeeper Rename Contact Merge Contacts E-mail Preferences Outlook Synchronization Log Browse Outlook Synchronization Change Outlook Synchronization
Utilities/View	PracticeMaster Customization Data File Integrity Check Reindex Files (See notes) View Active User List View Support Log SQL Access to Data Files (See notes) Verify Documents

Notes for PracticeMaster Access Rights

Browse Client Files: In addition to allowing the PracticeMaster user to open and view (i.e., browse) records in the Client file (File | Open | Client), this option, when enabled, also allows the user to open the Matter Manager in PracticeMaster.
      Return to Table

Browse Billing Lookup Files: This option, when enabled, allows the PracticeMaster user to open and view (i.e., browse) records in the Billing Files (File | Open | All Other Files | System Files | Lookup Files | Billing Files). Billing Files consist of the Timekeeper, Category, Transaction Code, Task Code and Location files.
      Return to Table

Add Billing Lookup Files: This option, when enabled, allows the PracticeMaster user to add records to the Billing Files (File | Open | All Other Files | System Files | Lookup Files | Billing Files). Billing Files consist of the Timekeeper, Category, Transaction Code, Task Code and Location files. (Note: When integrating with Tabs3 Billing, records in these files can only be added using Tabs3 Billing.)
      Return to Table

Change Billing Lookup Files: This option, when enabled, allows the PracticeMaster user to change or edit records in the Billing Files (File | Open | All Other Files | System Files | Lookup Files | Billing Files). Billing Files consist of the Timekeeper, Category, Transaction Code, Task Code and Location files. (Note: When integrating with Tabs3 Billing, records in these files can only be edited using Tabs3 Billing.)
      Return to Table

Delete Billing Lookup Files: This option, when enabled, allows the PracticeMaster user to delete records in the Billing Files (File | Open | All Other Files | System Files | Lookup Files | Billing Files). Billing Files consist of the Timekeeper, Category, Transaction Code, Task Code and Location files. (Note: When integrating with Tabs3 Billing, records in these files can only be deleted using Tabs3 Billing.) 
      Return to Table

Browse Other Files: This option, when enabled, allows the PracticeMaster user to open Other Files. You have the ability to browse any user made files other than the system default, under System Files or any Area of Practice File.
      Return to Table

Form Designer: This option, when enabled, allows the PracticeMaster user to access and use the Form Designer from any files List tab (Edit | Form Designer). If this option is not enabled, the user of PracticeMaster will not be able to utilize Form Designer.
      Return to Table

HotDocs Assembly and Cross Reference: This option, when enabled, allows the PracticeMaster user to edit a Cross Reference file for HotDocs templates in HotDocs Document Assembly. If this option is not enabled, the PracticeMaster user will not be able to access the Cross Reference file option window.
      Return to Table

Report Writer: This option, when enabled, allows the PracticeMaster user to access and use the Report Writer program for means of running, creating, changing, and deleting reports. If this option is not enabled, the PracticeMaster user will not be able to access the Report Writer program.
      Return to Table

Report Writer Design: This option, when enabled, allows the user of PracticeMaster to utilize the Report Writer program for means of creating or changing reports. However the user cannot run any reports.  If this option is not enabled, the PracticeMaster user will not be able to create or change reports.
      Return to Table

Report Writer Runtime: This option, when enabled, allows the PracticeMaster user to utilize the Report Writer program for means of running reports. However the user cannot create or change any reports.  If this option is not enabled, the PracticeMaster user will not be able to run reports.
      Return to Table

Manage Quick Clicks Items for All Users: This option, when enabled, allows the user to edit filters and column layouts with the Show for all users check box selected, and allows the user to select or clear the Show for all users check box on all available filters and column layouts. Many firms restrict the number of users who have this ability so as not to unknowingly or adversely affect global filters and column layouts used by other users.
      Return to Table

Reindex Files: This option, when enabled, allows the user to reindex files. Additionally, this option allows the user to run the Rebuild Contact Categories program.
      Return to Table

SQL Access to Data Files: This option, when enabled, allows the user to access the PracticeMaster data files via the Platinum SQL Server. The SQL feature is only available in Platinum versions of the Tabs3 Billing and PracticeMaster software with the Platinum SQL Server.
      Return to Table

GLS ACCESS RIGHTS

The following table shows the various GLS access rights that can be defined in an access profile.

GLS Group	Access Rights Available
Chart of Accounts	Browse Accounts Add Accounts Change Accounts Delete Accounts Browse Account Information Set Budget Amounts
Journal Entries	Browse Journal Entries Add Journal Entries Change Journal Entries Deposit Slips Bypass Journal Entry Date Restrictions
Journal Names, Departments and Recurring Entries	Edit Journal Name Browse Journal Name Edit Department Browse Department Edit Recurring Entry Browse Recurring Entry
Reports	Balance Sheet & Bank Account Balance Budget Report Chart of Accounts List General Ledger Report GLS Client List Income Statement Journal Report Department List Journal Name List Recurring Entry List GLS Report Writer Trial Balance
Maintenance	Reconciliation (See notes) Post PenSoft Payroll/Import Journal Entries Post Recurring Entries Post Accrual Balances Renumber GLS Accounts Change Account Number Format
Utilities/View	Data File Integrity Check Browse GLS Clients Add GLS Clients Change GLS Clients Delete GLS Clients Reindex Files Select Different Client View Active User List View GLS Support Log SQL Access to Data Files (See notes)

Notes for GLS Access Rights

Reconciliation: This option, when enabled, allows the user to access both the Reconciliation program and the Reconciliation Report.
      Return to Table

SQL Access to Data Files: This option, when enabled, allows the user to access the GLS data files via the Platinum SQL Server. The SQL feature is only available in Platinum versions of the Tabs3 Billing and PracticeMaster software with the Platinum SQL Server.
      Return to Table

TAS ACCESS RIGHTS

The following table shows the various TAS access rights that can be defined in an access profile.

TAS Group	Access Rights Available
Trust Account Information	Browse Trust Accounts Add Trust Accounts Change Trust Accounts Delete Trust Accounts Browse Contact Add Contact Change Contact Delete Contact
Trust Transaction Information	Browse Trust Transactions (See notes) Add Trust Transactions (See notes) Change Trust Transactions (See notes) Delete Trust Transactions (See notes)
Attorney, Payee & Bank Account Information	Edit Attorney Browse Attorney Edit Payee Browse Payee Edit Bank Account (See notes) Browse Bank Account (See notes)
Checks	Print Checks (See notes) Print Check Test Pattern Check Register by Check Number Check Register by Payee Check Register by Trust Account Void Checks (See notes) Bank Account Reconciliation
Reports	Client Trust Ledger Credit Card Authorization List Attorney List Bank Account List (See notes) Payee List Trust Account List Voided Check List 1099 Report 1099 Forms Create APS 1099 Merge File
Maintenance	Import Transactions (See notes) Change Key Type Renumber Trust Account Renumber Attorney Rename Payee Rename Contact
Utilities/View	TAS Customization Data File Integrity Check Purge Trust Transactions Reindex Files Select Trust Transactions to Save/Purge View Active User List View TAS Support Log SQL Access to Data Files (See notes)

Notes for TAS Access Rights

Trust Transactions: Users with rights to this option do not require rights to Tabs3 Billing or GLS in order for TAS to create and/or delete payment or journal entries.
      Return to Table

Bank Account: Users with rights to this option do not require rights to Tabs3 Billing or GLS in order to view Tabs3 Billing and GLS information.
      Return to Table

Print Checks: Users with rights to this option do not require rights to Tabs3 Billing or GLS in order for TAS to create and/or delete payment or journal entries.
      Return to Table

Void Checks: Users with rights to this option do not require rights to Tabs3 Billing or GLS in order for TAS to create and/or delete payment or journal entries.
      Return to Table

Bank Account List: Users with rights to this option do not require rights to Tabs3 Billing or GLS in order to view Tabs3 Billing and GLS information.
      Return to Table

Import Transactions: Users with rights to this option do not require rights to Tabs3 Billing or GLS in order for TAS to create and/or delete payment or journal entries.
      Return to Table

SQL Access to Data Files: This option, when enabled, allows the user to access the TAS data files via the Platinum SQL Server. The SQL feature is only available in Platinum versions of the Tabs3 Billing and PracticeMaster software with the Platinum SQL Server.
      Return to Table

APS ACCESS RIGHTS

The following table shows the various APS access rights that can be defined in an access profile.

APS Group	Access Rights Available
Vendor Information	Browse Vendor Add Vendor Change Vendor Delete Vendor
Invoices/Manual Checks	Browse Invoices/Manual Checks Add Invoices/Manual Checks Change Invoices/Manual Checks Delete Invoices/Manual Checks
Bank Account and Recurring Entry Information	Edit Bank Account Browse Bank Account Edit Recurring Entry Browse Recurring Entry
Check Preparation/Checks/Post Invoices/Void Checks	Post Recurring Entries (Monthly) Cash Requirements Report Pre-Check Register Report Print Checks Print Check Test Pattern Post Checks (See notes) Post Unpaid Invoices (See notes) Unpost Unpaid Invoices (See notes) Unpost Single Unpaid Invoices (See notes) Check Register Void/Reprint Unposted Checks Void Posted Checks (See notes) Voided Check List
Reports/Miscellaneous/1099 Information	Invoice by Vendor List Invoice by Voucher List Aged Unpaid Invoice Report Paid Invoices by Vendor Report Bank Account List Recurring Entry List Vendor Analysis Report Vendor List Vendor Labels 1099 Report 1099 Forms Create 1099 Disk File
Maintenance/Month-End /Year-End/Renumber	Transfer Invoices Import Invoices Clear Vendor Analysis Totals Change Key Length Renumber Vendors
Utilities/View	APS Customization Data File Integrity Check Reindex Files Select Invoices to Save/Purge Purge View Active User List View APS Support Log SQL Access to Data Files (See notes)

Notes for APS Access Rights

Post Checks: Users with rights to this option do not require rights to GLS in order for APS to automatically post applicable journal entries.
      Return to Table

Post Unpaid Invoices: Users with rights to this option do not require rights to GLS in order for APS to automatically post applicable journal entries.
      Return to Table

Unpost Unpaid Invoices: Users with rights to this option do not require rights to GLS in order for APS to automatically post applicable journal entries.
      Return to Table

Unpost Single Unpaid Invoice: Users with rights to this option do not require rights to GLS in order for APS to automatically post applicable journal entries.
      Return to Table

Void Posted Checks: Users with rights to this option do not require rights to GLS in order for APS to automatically post applicable journal entries.
      Return to Table

SQL Access to Data Files: This option, when enabled, allows the user to access the APS data files via the Platinum SQL Server. The SQL feature is only available in Platinum versions of the Tabs3 Billing and PracticeMaster software with the Platinum SQL Server.
      Return to Table

SUMMARY OF NEW ACCESS RIGHTS IN VERSION 17

The following provides a list of changes made to access rights in Version 17. This makes it easy to see exactly what is different from Version 16. The default setting (Yes or No) after conversion is listed in parentheses, unless it was renamed. If the access right was renamed, no changes are made to the existing setting.

Tabs3 Billing

• Statement Preparation
  • Perform Split Billing – Renamed from “Adjust Split Fee Clients”
  • Undo Split Billing (Defaults from the Undo Updated Statements setting)

• Accounts Receivable & Client Reports/Conflict of Interest
  • A/R by Timekeeper Report (Defaults from the Detail Accounts Receivable Report setting if Platinum. Defaults to No if not Platinum)
  • Split Billing Report – Renamed from “Split Fee Billing Report”

PracticeMaster

• File Information
  • Browse Document Type (Defaults from the Browse Document Management setting)
  • Add Document Type (Defaults from the Add Document Management setting)
  • Change Document Type (Defaults from the Change Document Management setting)
  • Delete Document Type (Defaults from the Delete Document Management setting)

• Document
  • Check In for Other Users (Defaults to No)
  • Discard Other User’s Checkouts (Defaults to No)

• Maintenance/Synchronization/Integration
  • Manage Quick Clicks Items for All Users – Renamed from “Manage Filters/Column Layouts for All Users”
  • Worldox Profile Group Setup (Defaults from the Worldox Integration setting)
• Utilities/View
  • Verify Documents (Defaults to No)

GLS

• Chart of Accounts
  • Browse Account Information (Defaults from the Browse Accounts setting)
  • Set Budget Amounts (Defaults from the Change Accounts setting)

• Journal Entries
  • Bypass Journal Entry Date Restrictions (Defaults to No)

• Maintenance
  • Post PenSoft Payroll/Import Journal Entries – Renamed from “Post PenSoft Payroll/ASCII Data”

TAS

• Checks
  • Reconciliation – Renamed from “Bank Account Reconciliation”

System Configuration

• Check for Software Updates (Defaults to No)

FREQUENTLY ASKED QUESTIONS

What rights does the Manager Access Profile have?

A person who is assigned the Manager Access Profile has rights to all functions in all of the applications with no restrictions. There are several functions that only managers can perform. This includes, but is not limited to, setting up users in System Configuration, locking out users in all of the programs, deleting all users’ Verification Lists in Tabs3 Billing, accessing all secure clients in Tabs3 Billing and PracticeMaster, and using the drill-down feature on a Data File Integrity Report in PracticeMaster. A comprehensive list of the rights that require Manager access rights can be found in the Help provided with the software.

Note: The Manager Access Profile does not include rights to the Platinum SQL database (if installed). Users assigned to the Manager Access Profile who need access to the SQL system will need to be assigned an additional Access Profile with those rights enabled.

How can I copy an existing access profile and modify it to create a new access profile?

First, look up the access profile that you want to copy. Then, edit the Access ID field to have the new name for the Access ID you want to create. The label “New” will be displayed. All of the other settings will remain after you give the access profile a new Access ID and Access Name. You can then use the Tabs3 / PM / GLS / TAS / APS tabs and change the rights to fit your needs. Once all changes have been made, press Ctrl+S to save the new Access Profile.

I just added a new user in System Configuration. When I try to log on with that user, an “Access denied” message is displayed. Why is this?

The most likely reason is that an access profile was not assigned to the new user. If a user is not assigned an Access Profile, the user has no rights to log into the software. The other reason is that the Access Profile assigned to the user does not have rights to that particular program. You can verify which Access Profiles have been assigned to a user by logging into System Configuration as a Manager, opening the User file (File | Open | Users), and then retrieving the new user record.

I pressed the Enter key when the Logon window was displayed and was able to get into the program without entering a User ID or Password. Why is this?

When we send out a new system, you need to be able to log into the software. Therefore, the software is provided with a User ID named (BLANK). This User ID has full manager rights and is not assigned a password. If the (BLANK) User ID is not deleted, pressing the Enter key will log you into the software as that User ID. To prevent this from occurring, you can delete this User ID–provided you have at least one other User ID defined that has manager rights. Alternatively, you can edit the (BLANK) User ID by deleting the Manager Access Profile from the list of currently assigned Access Profiles.

I have several timekeepers and would like them to only be allowed access to their own transactions. Is this possible?

By logging into System Configuration using a Manager profile, you will be able to limit any User ID in the firm to one or more timekeepers (File | Open | Users). Select the Assign Tabs3/PracticeMaster Timekeepersoption and choose which timekeepers the user will be allowed to access. However, it is not possible to limit a fellow Manager in the program. If you do not currently have access profiles set up in System Configuration, you will need to do so before limiting a particular user’s timekeeper access. Additionally, not all aspects of the software can be limited by using assigned timekeepers. For more information on assigning timekeepers, please refer to Knowledge Base Article R11328, “Assigning Tabs3/PracticeMaster Timekeepers.”

How can I run a report that lists all rights belonging to one access profile?

By logging into System Configuration using a Manager access profile, you can run an Access Profile List (Reports | Access Profile List). This report allows you to select a single access profile, or a range of access profiles, and displays the access rights assigned to each profile.

Selecting the Include Individual Systems option will display access rights information for individual systems (i.e., Tabs3 Billing, General Ledger, etc.). After selecting this option, select Detail for the Type, and in the Systems section select one or more programs for which you want to view access rights. When including individual system access rights, a “grid” of the access rights for each specified program will be shown on the list. Access rights for each system are organized into sets of functions. For example, one of the groups of functions in Tabs3 Billing is “Client Information,” which includes the individual functions of Browse Client, Add Client, Change Client, Delete Client, etc. Each group represents a single row in the “grid.” A legend is printed below each profile for the selected programs and an asterisk (*) will be placed next to each allowed function for each access profile.

Do changes made to an access profile take effect immediately?

Changes made to an access profile take effect the next time a user logs into the software. Users already logged in will not be affected until the next time they log in.