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!
February 25 1:00 pm (EST)
Learn how to check for updates and how to delete a range of clients in Tabs3
Complete the form below to register:
Join Paul and Mary Jo on Monday, February 25th at 1:00 pm ET 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 will show you how.
Paul will take a deep dive into the “delete a range of clients” function, and talk about when you might use it.
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.
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.
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.
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.