Tabs3 Virtual User Group Meetings
Every month (usually on the last Monday) Paul Purdue and Mary Jo Boyd lead this fast-paced, informative, and interactive forum where you can ask questions or just learn from the group. Paul and Mary Jo announce their pre-selected topics in an email that’s broadcast the Thursday prior to the session. You can login to the session live, ask questions, and interact with the attendees, or you may “attend” by simply playing back the recorded session. Enjoy!
Learn how to pay part of an invoice in AP and all about the Preview Window in Tabs3
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Join Paul and Mary Jo on Monday, December 18th at 1:00 pm ET 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 will look at how to do that (and why you might want to).
Paul will take a deep dive into the Preview WIndow and explain what all those settings (that, perhaps, you’ve never even noticed) do.
Coming Soon – Currently in Post Production
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.
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.
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.
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!
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).