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!
June 24, 2019 1:00 pm (EST)
Learn how to print AR as of a certain date, and how to speed up DFIC’s in Tabs3
Complete the form below to register:
Join Paul and Mary Jo on Monday, June 24th at 1:00 pm ET 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 will demonstrate a new feature that’s been added for Platinum that allows you to specify the “as of” date.
Paul will look 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.
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.