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!
August 26, 2019 1:00 pm (EST)
Learn how to set your margins for printing checks and how to import credit card payments into Tabs3
Complete the form below to register:
Join Paul and Mary Jo on Monday, August 26th at 1:00 pm ET 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 will show us how to set this up, along with a nice trick to help make sure you never miss a payment that’s waiting.
Paul will explore the various settings and tricks that can be used to make sure your checks line up and look their best.
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.
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).
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.
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.
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.