Learn about Prebill Tracking in Tabs3 and Three Way Reconciliation in Trust Accounting

Join Paul and Mary Jo as they explore PreBill tracking in Tabs3 and Three Way Reconciliation in Trust Accounting.

Have you ever wished for an easy way to reconcile your trust ledger, trust check register, and trust bank account balance? Then the 3 Way Trust Reconciliation Report is JUST what you are looking for. Mary Jo takes a close look.

Paul demonstrates the PreBill tracking mechanism: a neat way to keep tabs (no pun intended) on the PreBills that have been produced.

Learn how to reprint and undo multiple statements and all about Client Funds in Tabs3

Join Paul and Mary Jo as they delve into undoing and / or reprinting more than one statement at a time, as well as the mysteries of client funds.

Have you ever needed to reprint more than one statement for a matter? How about undoing multiple statements? Did you do it one by one? Mary Jo shows us how to perform these two functions for a range of statements, instead of doing them one by one (by one, by one . . . . ).

Paul unlocks the mysteries of Client Funds, and talk about how it differs from Trust Accounting.

Learn how to work with EFT’s in Tabs3 AP and how to track client costs advanced in Tabs3 GL

Join Paul and Mary Jo as they tackle EFT’s in Accounts Payable and tracking client costs advanced in General Ledger.

Do you track client costs advanced in General Ledger? Some people do, and some don’t, but before Version 19, there was no mechanism to help you reconcile these transactions between AP (where they’re entered), Tabs3 (where they’re billed) and GL. Mary Jo takes a close look at the new functionality that allows you to keep these entries in sync between the three systems.

Paul looks at the new feature that allows you to identify a transaction as an EFT in Accounts Payable.

Learn how to check for updates and how to delete a range of clients in Tabs3

Join Paul and Mary Jo as they explore updates and deleting a range of clients.

Have you ever wondered if you are on the latest version of Tabs3? With the “Check for Updates” feature, you can tell instantly. Mary Jo shows you how.

Paul takes a deep dive into the “delete a range of clients” function, and talks about when you might use it.

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

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.