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 a finance charge and change rates in Tabs3
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Join Paul and Mary Jo on Monday, February 26th at 1:00 pm ET as they tackle finance charges and rate changes.
Do you need to charge a finance charge for past due balances? Mary Jo will demonstrate how to set this up and configure it for your specific needs.
Paul will look 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.
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.