Learn how to transfer/replicate fees & costs in Tabs3 & see the Statement of Cash Flows report in GL

Join Paul and Mary Jo as they tackle the Statement of Cash Flows report and the transfer and replicate functionality.

Have you ever wanted users to be able to easily transfer fee transactions from within Tabs3? Or take an existing fee and replicate to one or more additional matters? Then the new Transfer and Replicate buttons are JUST the thing you looking for. Mary Jo demonstrates and explains this new functionality in both the fee and cost windows.

Paul demonstrates the new Statement of Cash Flows report in General Ledger, explains how to set it up, and talks about how it’s used.

Learn how to set your margins for printing checks and how to import credit card payments into Tabs3

Join Paul and Mary Jo as they explore getting your checks to line up and look nice in Accounts Payable and importing credit card payments into Tabs3 that have been made online.

Did you know that customers can click a link on their emailed statements and pay their bill with a credit card or electronic check online using ProPay, all without any intervention on your part? And did you know that those payments can then come into Tabs3 with the touch of a button? Mary Jo shows us how to set this up, along with a nice trick to help make sure you never miss a payment that’s waiting.

Paul explores the various settings and tricks that can be used to make sure your checks line up and look their best.

Learn how to eFile 1099’s from Accounts Payable, and exclude statement comments in reports in Tabs3

Join Paul and Mary Jo as they delve into 1099’s and statement comments.

Did you ever wish you could file your 1099’s electronically, instead of printing, stuffing, and mailing? Mary Jo explains how this new functionality works in Accounts Payable.

Paul talks about the new option to omit statement comments from the Transaction File List as well as the Task Code Billing Report.

Learn how to print AR as of a certain date, and how to speed up DFIC’s in Tabs3

Join Paul and Mary Jo as they tackle some new functionality that’s been added to Platinum Tabs3.

Have you ever wanted to see A/R as of a specific date, only to find that Tabs3 prints A/R as of TODAY’s date? We know you have, because it seems as if EVERYONE has asked us for that at some point. Mary Jo demonstrates a new feature that’s been added for Platinum that allows you to specify the “as of” date.

Paul looks at new functionality that vastly improves the speed of Data File Integrity Checks (also only in Platinum).

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.