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.

Learn how to automate your Report Printing in Tabs3

Join Paul and Mary Jo as they delve into Report Definitions and Report Suites.

Do you ever find yourself printing the same report over and over, and having to fill out the same information each time for certain reports? Mary Jo talks about how to SAVE those settings so that you don’t have to fill them out each time.

Paul talks about how to print multiple reports with a single click (rather than printing each one individually).

Learn about Contacts, and how to make the Main tab your own in Tabs3

Join Paul and Mary Jo as they tackle customizing the “Main” tab and explain what contacts are in Tabs3.

There are so many things you CAN do in Tabs3, but only a handful of things that you mostly do. Mary Jo talks about how to customize the “Main” tab to bring those commonly used tasks front and center.

Paul talks about what contacts mean in Tabs3 – a mystery to some, since contacts were added in version 16.1.

Learn how to change client options en masse in Tabs3

Join Paul and Mary Jo as they explore changing client options – for existing and future matters.

Did you ever wish that certain things could just default when setting up a new client or matter in Tabs3? Well some things can, like finance charges or Trust Integration. Mary Jo shows where to find those default settings.

Paul demonstrates how to change settings for EXISTING clients and matters (rather than setting defaults for the future).

Learn how to use Text Macros and how to lookup an invoice from the invoice number

Join Paul and Mary Jo as they delve into Text Macros and Invoice Lookup.

There are lots of phrases that come up over and over again when adding fees, and Tabs3 has a feature that allows you to create shortcuts for those phrases so you don’t have to keep typing them. Mary Jo takes a look at Text Macros and talks about some best practices in creating and using them effectively.

Paul talks about a new way that we’ve come up with to allow you to find out what matter an invoice belongs to when all you have is the invoice number.

Learn how Tabs3 integrates with Trust and Payroll

Join Paul and Mary Jo as they tackle two important integrations: Trust and Payroll.

We all know that the Trust Account must be totally segregated from the firms’ operating accounts, but there are two instances where integration can and should exist. Mary Jo will demonstrate how to setup Trust integration to streamline the flow between Tabs3 and Trust.

Paul talks about Pensoft’s Payroll solution and how it integrates with General Ledger.

Learn how to handle credit cards and how to automatically bill a monthly retainer in Tabs3

Join Paul as he explores accounting for credit card transactions and billing for monthly retainers.

If you have a lot of transactions on your firm credit card, then you should really be accounting for those transactions individually, rather than as one big payment to the credit card provider. Paul demonstrates best practices for maintaining credit cards within General Ledger and Accounts Payable.

Paul demonstrates how to use the Progress Billing feature to create automatic monthly retainers.

Learn how to allocate receipts in Tabs3, and how to add a Tabs3 cost entry to a check if you forget

Join Paul and Mary Jo as they delve into Adding cost entries to invoices after the fact and splitting receipts.

We all know that one of the nice things about having billing that’s integrated with accounting is being able to bill for costs that are advanced on behalf of clients RIGHT when you enter the check – but what if you forget? Mary Jo demonstrates how to tag an existing AP entry (posted or not) with its’ corresponding client billing entry.

Paul demonstrates how to facilitate receipt allocation by creating Fee Compensation Rules.