Learn how to move matters between clients in Tabs3 and how to protect your data in Platinum

Coming Soon- Currently in Post Production

Join Paul and Mary Jo as they delve into moving matters between clients in Tabs3 and protecting your data files from users in Platinum.

Have you ever setup a matter under the wrong client? Or maybe you’ve had a client that has split into two, and now you want to reorganize those existing matters into the new client. Mary Jo takes a close look at the best practices for moving a matter from one client to another.

Paul takes a look at the new database folder in Version 19, explains why it was added, and reveals how you can use Platinum to restrict users direct access to this folder.

Learn how to transfer transactions and how to see who your top clients are in Tabs3

Join Paul and Mary Jo as they tackle transferring transactions between matters and the Top Client Report.

Have you ever had a timekeeper create a bunch of fee entries, and put them on the wrong matter? Or maybe they got half on the right matter, and half on the wrong? Mary Jo shows us the ins and outs of the Transfer Transactions function.

Paul takes a hard look at the Top Client Report, and even reveals why it’s Mary Jo’s favorite report.

Learn to manage credits & how to change the current reporting month for reporting purposes in Tabs3

Join Paul and Mary Jo as they explore how to create a credit memo in Tabs3, and how to change the current reporting month to make your Tabs3 reports print for a prior period.

If you’ve ever tried to issue a credit in Tabs3 (for a fee or cost or advance), then you’ll appreciate the changes that have been implemented in version 19 to streamline the process. Mary Jo demonstrates how Tabs3 can print a credit memo.

Paul demonstrates how to utilize the “change current reporting month” function to print past years’ productivity reports.

Learn how to reorder fees and Write-up/down across multiple matters in Tabs3

Join Paul and Mary Jo as they delve into two new features in version 19: reorder fees and write-up/down across multiple matters.

Did you ever wish you could change the order of certain fees on a bill? Maybe to make them come out in the order they were performed as opposed to the order they were entered? Well now you can! Mary Jo demonstrates how to take advantage of this new feature.

Paul looks at how to write time and/or expenses up (or down) across multiple matters without having to pull up each individual matter one by one.

Learn about enhanced online payment and multiple matter payment functionality in Tabs3

Join Paul and Mary Jo as they tackle the new online client payment integration and enhancements to multi matter payments.

It’s nice to be able to process credit cards while you are entering the payment in Tabs3, but wouldn’t it be great if the customers could go online and pay the bill themselves. Well now they can! Mary Jo demonstrates how to add a payment link to emailed statements, and how to then automatically pull those payments into Tabs3.

Paul takes a look at enhancements to multi matter payment processing that allow you to specify exactly which invoice to apply the payment to for matters that have more than one outstanding invoice.

See the new look and feel of Tabs3 Version 19

Join Paul and Mary Jo as they explore the new look and feel of Tabs3 that was introduced in version 19.

One of the first things you’ll notice when you go into version 19 is the way it looks. And beyond the pretty face, you’ll notice that the way you find things and navigate the program has changed as well.

Join Paul and Mary Jo as they take a deep dive into all that is new in the look, feel, and navigation in version 19.

Learn what’s coming in Version 19 of Tabs3

Join Paul and Mary Jo as they delve into everything that’s coming in Version 19.

Version 19 has been in a pre-release state for several months now, and it’s arrival is imminent, so we thought we would devote all of this month’s VUG to a birds eye view of everything that’s new.

Mary Jo and Paul trade off as they work their way through the “What’s New” list for version 19, giving everyone a top level briefing on what to expect.

Learn how to print an Outstanding Check List and why Data File Integrity is Important in Tabs3

Join Paul and Mary Jo as they tackle Outstanding Check Lists and Data File Integrity Checks.

Have you ever started a reconciliation JUST to print a list of outstanding checks? Did you know there was another way? Mary Jo does, and she shows us how it’s done.

Paul talks about Data File Integrity Checks (DFIC’s) and explains what they are, what they check, and when to run them.

Discover what the support log can tell you and learn the proper way to install Tabs3

Join Paul and Mary Jo as they explore the Support Log and the proper way to install Tabs3 on a workstation.

Have you ever discovered that something was done that shouldn’t have been done (like Update Statements, for instance). Mary Jo digs into the Support Log and how it can be used to shed light on the pressing questions like “who did that?” and “When?”

Paul reviews the steps that you should follow to properly install Tabs3 on a local workstation.

Learn how to control the look and feel of your statements in Tabs3

Join Paul and Mary Jo 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 takes a deep dive into all the settings that are available through Statement Customization.

Paul looks at how Statement Templates allow you to control what appears in the body of the statement and how much detail is shown.