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.

Learn all about aging periods and budgets in Tabs3

Join Paul and Mary Jo as they tackle aging periods in Tabs3 and AP, and budgets in Tabs3.

Do your accounts receivable and accounts payable aging periods in the software line up with what your firm wants to track? Did you know you could change them? Mary Jo shows us how.

Paul reviews the various budgeting options that Tabs3 offers to track budgets on a per matter basis.

Learn how to adjust a payment and quickly find a matter in Tabs3

Join Paul and Mary Jo as they explore Payment Adjustments and the Client Lookup Window.

Did you ever find yourself in a position where you need to change a payment that has already been entered? Mary Jo talks about the Payment Adjustment feature and the ins and outs of modifying a payment after the fact.

Paul takes a close look at the Client Lookup window and will demonstrate some things that might make it easier to quickly get to a specific matter.

Learn how to setup bank accounts in Trust, and how to use custom fields for eBilling in Tabs3

Join Paul and Mary Jo as they delve into bank accounts in Trust and custom fields for eBilling in Tabs3.

Did you ever wonder what the settings in the bank account configuration section of Trust include? Mary Jo takes us on a guided tour of those screens, so that you’ll be prepared if you ever need to change an existing account or add a new one.

Paul looks at using the custom fields feature of Tabs3 to streamline the management of that extra information that’s necessary for electronic billing.

Learn all about printer settings in Tabs3

Join Paul and Mary Jo as they tackle everything you need to know about printers.

Usually, the printer settings in Tabs3 are fine the way they are, so that makes it even more challenging when you actually need to change something – where do you go? You’ve probably only been there once or twice before – how do you get back?

We’ll cover it all: landscape vs. portrait; margins; fonts; checks vs reports vs statements; we’ll even show you how to create a second set of settings for the same printer!

Learn how to create a credit memo in Accounts Payable and uncover the mystery of verification lists

Join Paul and Mary Jo as they explore credit memos and verification lists.

Did you ever get a credit from a vendor instead of a refund? Mary Jo shows you how to create a credit memo to handle this situation in Accounts Payable.

Paul talks about verification lists – how to use them, how to turn them off, how to print them, and most importantly, how to delete them (before they get full).

Learn how to manage your Account List in GL and how to Override Default Payment Allocation in Tabs3

Join Paul and Mary Jo as they tackle the new Chart of Accounts functionality and how to override the default payment allocation as part of the payment entry process.

In version 18, the Chart of Accounts screen was totally rewritten to make it much easier to add, change, delete, sort and move accounts to fit your specific accounting needs. Mary Jo demonstrates this new functionality.

Paul shows the often overlooked button that reveals (while it’s being entered) how a payment will be allocated, allowing you to override that default allocation (if necessary/desired).

Learn about Trust Reports and Automatic Trust Payment posting to Tabs3

Join Paul and Mary Jo as they explore Automatic Tabs3 payment processing and reporting in Trust.

New in version 18 is the ability to have Trust payments to the firm automatically created as part of the billing process. Paul digs deep into the mechanics behind this new functionality.

Mary Jo looks at all things reporting in Trust to give a clear overview of what’s available.