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!
April 29, 2019 1:00 pm (EST)
Learn how to reprint and undo multiple statements and all about Client Funds in Tabs3
Complete the form below to register:
Join Paul and Mary Jo on Monday, April 29th at 1:00 pm ET 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 will show us how to perform these two functions for a range of statements, instead of doing them one by one (by one, by one . . . . ).
Paul will unlock the mysteries of Client Funds, and talk about how it differs from Trust Accounting.
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.
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.
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.
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.
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.