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.
In February we look at the email integration that’s available in PracticeMaster – the ability to store emails by matter in PM with a button that appears in Outlook. We also look closely at the difference netween the Trust Accounting System and the Client Funds feature of Tabs3.
This month we look at reconciling a Bank Account – what can go right and what can go wrong. We also look at making mass changes to your data by Changing WIP Transactions or Transferring Transactions between Clients.