Learn about enhanced online payment and multiple matter payment functionality in Tabs3

Coming Soon – Currently in Post Production

Join Paul and Mary Jo as they tackle the new online client payment integration and enhancements to multi matter payments.

It’s nice to be able to process credit cards while you are entering the payment in Tabs3, but wouldn’t it be great if the customers could go online and pay the bill themselves. Well now they can! Mary Jo demonstrates how to add a payment link to emailed statements, and how to then automatically pull those payments into Tabs3.

Paul takes a look at enhancements to multi matter payment processing that allow you to specify exactly which invoice to apply the payment to for matters that have more than one outstanding invoice.

See the new look and feel of Tabs3 Version 19

Join Paul and Mary Jo as they explore the new look and feel of Tabs3 that was introduced in version 19.

One of the first things you’ll notice when you go into version 19 is the way it looks. And beyond the pretty face, you’ll notice that the way you find things and navigate the program has changed as well.

Join Paul and Mary Jo as they take a deep dive into all that is new in the look, feel, and navigation in version 19.

Learn what’s coming in Version 19 of Tabs3

Join Paul and Mary Jo as they delve into everything that’s coming in Version 19.

Version 19 has been in a pre-release state for several months now, and it’s arrival is imminent, so we thought we would devote all of this month’s VUG to a birds eye view of everything that’s new.

Mary Jo and Paul trade off as they work their way through the “What’s New” list for version 19, giving everyone a top level briefing on what to expect.

Learn how to print an Outstanding Check List and why Data File Integrity is Important in Tabs3

Join Paul and Mary Jo as they tackle Outstanding Check Lists and Data File Integrity Checks.

Have you ever started a reconciliation JUST to print a list of outstanding checks? Did you know there was another way? Mary Jo does, and she shows us how it’s done.

Paul talks about Data File Integrity Checks (DFIC’s) and explains what they are, what they check, and when to run them.

Discover what the support log can tell you and learn the proper way to install Tabs3

Join Paul and Mary Jo as they explore the Support Log and the proper way to install Tabs3 on a workstation.

Have you ever discovered that something was done that shouldn’t have been done (like Update Statements, for instance). Mary Jo digs into the Support Log and how it can be used to shed light on the pressing questions like “who did that?” and “When?”

Paul reviews the steps that you should follow to properly install Tabs3 on a local workstation.

Learn how to control the look and feel of your statements in Tabs3

Join Paul and Mary Jo as they explore various ways to control the look and feel of your statements.

Have you ever wanted to change some of the language that appears on a statement, or where things are located. Mary Jo takes a deep dive into all the settings that are available through Statement Customization.

Paul looks at how Statement Templates allow you to control what appears in the body of the statement and how much detail is shown.

Learn how to make your statements pretty in Tabs3 and all about Misc Vendors in Accounts Payable

Join Paul and Mary Jo as they delve into the Statement Designer in Tabs3 and Miscellaneous Vendors in Accounts Payable.

Have you ever wanted to change something about the way your bills look? Maybe add a credit card form or put your logo at the top? Mary Jo takes us into the Statement Layout Designer and shows us the ins and outs of changing how bills look.

Paul spends some time looking at how to use the Miscellaneous Vendor in Accounts Payable to manage those “one off” invoices that don’t warrant a vendor of their own.

Learn how to hold transactions and statements in Tabs3 and all about budgets in General Ledger

Join Paul and Mary Jo as they explore budgeting in General Ledger and NOT billing things.

Buried deep in the General Ledger software is the ability to define budgets for each account. Mary Jo explains how to get there and outline best practices for budgeting in GL.

Paul talks about how to HOLD transactions or entire statements and the best ways to accomplish this.

Learn how to pay part of an invoice in AP and all about the Preview Window in Tabs3

Join Paul and Mary Jo as they delve into partial payments in Accounts Payable and the Preview Window.

Have you ever had to pay just part of an invoice in Accounts Payable? Did you even know you could do that? Mary Jo looks at how to do that (and why you might want to).

Paul takes a deep dive into the Preview Window and explains what all those settings (that, perhaps, you’ve never even noticed) do.