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 all about internal backups in Tabs3 and the Email Statements Report
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Join Paul and Mary Jo on Monday, June 26th at 1:00 pm ET 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 will show this report and explain how to use it.
Paul will talk about backups: how to to perfom them, save them, schedule them, and (hopefully not) use them.
Coming Soon – Currently in Post Production
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.
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).
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.
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).