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
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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 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.
Join Paul and Mary Jo as they explore the new look and feel of Tabs3 that was introduced in version 19.
One of the first things you’ll notice when you go into version 19 is the way it looks. And beyond the pretty face, you’ll notice that the way you find things and navigate the program has changed as well.
Join Paul and Mary Jo as they take a deep dive into all that is new in the look, feel, and navigation in version 19.
Join Paul and Mary Jo as they delve into everything that’s coming in Version 19.
Version 19 has been in a pre-release state for several months now, and it’s arrival is imminent, so we thought we would devote all of this month’s VUG to a birds eye view of everything that’s new.
Mary Jo and Paul trade off as they work their way through the “What’s New” list for version 19, giving everyone a top level briefing on what to expect.