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!
October 28, 2019 1:00 pm (EST)
Learn about NetDocuments integration and viewing active users in Tabs3
Complete the form below to register:
Join Paul and Mary Jo on Monday, October 28th at 1:00 pm ET as they delve into NetDocuments Integration and the View Active Users functionality.
Do you have, or are you considering, NetDocuments? Are you aware that the folks at Tabs3 Software have released integration for NetDocuments? Paul will demonstrate this functionality and talk about the ramifications.
Mary Jo will take take a look at everything to do with viewing Active Users.
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.
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.
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.