PaperCut Integration - Tabs 3 - ACDI

Tabs 3 & PaperCut MF Integration Instructions

1

Import client/matter accounts from Tabs3 into PaperCut

  • Run Tabs3 Device Interface (Login if not already logged into Tabs3)
  • Choose File
  • Choose Validation
  • Click Create
  • When complete click OK
  • Click Cancel or Red X to close dialog
  • Close out Tabs3 Device Interface
  • PaperCut will then automatically add any new matters included in the export file at the top of each hour
2

Import tracking data from PaperCut to Tabs3

  • Run Tabs3 Device Interface (Log in if not already logged into Tabs3)
  • Choose File
  • Choose Convert
  • Choose Device: ASCII Variable
  • File: tabs3.cv
  • Click Convert
3
  • Click OK on Task Completed dialog
  • Click Cancel or Red X to close dialog
  • Closeout Tabs3 Device Interface
  • Merge Imported Charges to Tabs3
  • Run Tabs3
  • Choose Maintenance
  • Choose Integration
  • Choose Merge Tabs3 Remote Data
4
  • Click OK to Start
  • Click OK to close Task result dialog
  • Print or display any reports you wish to verify data being imported.
  • Transactions should show up as expenses on the appropriate clients.
  • The charging data should now be imported into Tabs3 and no further actions are required.

ACDI Integration Support

If you have questions or need any assistance with the ACDI Integration, contact software.support@acd-inc.com or call our software support line toll free at 1.877.290.3327.

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