In Version 2020, multiple improvements have been made to the Lock Out All Users feature (File | Lockout All Users). This feature can be useful when you want to keep others from logging in while you perform maintenance.
Note: These feature enhancements are included in Version 20.3.4.
Our 2020 User Survey is now open and we would love to hear your feedback on Tabs3 Software and your experiences with support! The User Survey is used to help us continue to offer the best software and service possible, and will take approximately 10 minutes to complete. We will use your feedback to help us make the Tabs3 Software you use even better.
You can take the survey by following this link:
The IRS changed several requirements for 1099-MISC and 1099-NEC submissions for tax year 2020. Stay up-to-date on how these changes affect Tabs3 Software!
Knowledge Base Article R11856, “IRS 1099-MISC and 1099-NEC Changes for Tax Year 2020,” provides a brief overview of upcoming changes to IRS Forms 1099-MISC and 1099-NEC tax filing, as well as recommendations to help your firm prepare.
As a result of these IRS form changes, we will be making future changes to Tabs3 Trust Accounting and Tabs3 Accounts Payable in an upcoming release. Once these changes have been implemented, this Knowledge Base Article will be updated with more information.
We are also offering two webinars to learn more about 1099-MISC and 1099-NEC form changes. You can sign up for the following dates at https://register.gotowebinar.com/rt/8704973605526448655:
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
Have you started using the great new navigation features, or are you still using Task Folders? If you’re using Quick Launch, All Actions, and My Actions, then you already know that we provide several customizable ways to access the features you need whether they’re tasks you perform every day, only once a year, or somewhere in the middle.
Theme Settings
The following options for navigating the software can be turned on or off via View | Theme Settings.
When selected, the Quick Launch can be used to search for a feature, pin frequently accessed actions and matters, or quickly access a recent action or matter.
When selected, the Home Page adds options for quickly accessing features and information:
Other Navigation
The menus in each application provide access to all of the features in the application.
Many keyboard shortcuts are included in the software for power users. Keyboard shortcuts can help save time by keeping your hands on the keyboard more, instead of repeatedly moving to and from the mouse.
For more information on these navigation features and more, check out the Navigating Through Tabs3 Software Video. If you’re not using these navigation features, you’re missing out!
Whether your firm works with Tabs3 General Ledger journal entries manually or integrates with Tabs3 Billing and Tabs3 Accounts Payable, it’s important to understand how journal entries are stored and tracked in General Ledger.
The Working with Journal Entries video walks you through the basics of entering journal records in General Ledger and provides insight on how to track journal activity using various resources.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos while in the software by selecting Help | Training Videos.
Did you know that the autofill feature allows you to type in certain fields in order to quickly find what you’re looking for?
All fields with lookup windows have autofill capabilities. As you enter characters into a lookup field, the field will autofill based on the information entered. The first available result will be displayed as highlighted text, with additional characters entered replacing the autofill and updating the results.
When an autofill suggestion exists, a list of possible choices matching the characters entered will also be displayed, allowing you to easily select the entry you want to complete the field. For records that use an identifier, such as the Client ID field for Client records (Tabs3 Billing, PracticeMaster, and Tabs3 Trust Accounting) or User/Group field for Calendar records (PracticeMaster), a second column will be shown containing additional information about the record (e.g., the client’s Name and Work Description, or the User Name).
Note: This feature can be disabled by selecting the Disable Autofill for all lookup fields check box in User Configuration (System Configuration | File | Open | Users).