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 setup bank accounts in Trust, and how to use custom fields for eBilling in Tabs3
Click here to register:
Join Paul and Mary Jo on Monday, September 25th at 1:00 pm ET 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 will take 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 will look 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).
Join Paul and Mary Jo as they delve into backups and the Email Statements Report.
Lots of clients email statements to some or all of THEIR clients, but not many have ever seen the Email Statements Report. Mary Jo shows this report and explains how to use it.
Paul talks about backups: how to to perform them, save them, schedule them, and (hopefully not) use them.
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).
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.