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 control the look and feel of your statements in Tabs3
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Join Paul and Mary Jo on Monday, April 30th at 1:00 pm ET as they explore various ways to control the look and feel of your statements.
Have you ever wanted to change some of the language that appears on a statement, or where things are located. Mary Jo will take a deep dive into all the settings that are available through Statement Customization.
Paul will look at how Statement Templates allow you to control what appears in the body of the statement and how much detail is shown.
Join Paul and Mary Jo as they delve into the Statement Designer in Tabs3 and Miscellaneous Vendors in Accounts Payable.
Have you ever wanted to change something about the way your bills look? Maybe add a credit card form or put your logo at the top? Mary Jo takes us into the Statement Layout Designer and shows us the ins and outs of changing how bills look.
Paul spends some time looking at how to use the Miscellaneous Vendor in Accounts Payable to manage those “one off” invoices that don’t warrant a vendor of their own.
Join Paul and Mary Jo on as they tackle finance charges and rate changes.
Do you need to charge a finance charge for past due balances? Mary Jo demonstrates how to set this up and configure it for your specific needs.
Paul looks at all the different things you need to consider when a timekeeper changes rates.
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.
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.
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.