In the Platinum SQL edition, users can now be linked to their Windows account. Using Windows Authentication instead of passwords allows an easier, more secure, logon experience.
For additional information about using a Windows account, see KB Article R11935, “Using Windows Authentication to Log in to Tabs3 Software.”
Tip: Now that User IDs can be associated with a Windows account, you can use the Windows Task Scheduler to automatically log into Tabs3 Software and perform tasks (such as Data File Integrity Checks) while maintaining security for all users. Additional information about using a Startup Option can be found in KB Article R11034, “Automating Tabs3 Software Maintenance Tasks” or the Help included with Tabs3 Software.
Tabs3 Connect can now be installed as an app from tabs3connect.com and runs seamlessly on any device. As part of these improvements, the timer has been moved to the new control toolbar at the bottom of the application. While scrolling in Tabs3 Connect, this toolbar is temporarily hidden, but is shown again when scrolling back up or transitioning to a new window.
Knowledge Base Article R11958, “Using the Tabs3 Connect App,” provides steps to install Tabs3 Connect as an app and frequently asked questions.
For steps to install Tabs3 Connect, as well as additional information, see KB Article R11480, “All About Tabs3 Connect.”
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”
Tabs3 Accounts Payable Software (AP) makes paying bills easier. You can print checks, track vendors, generate forms 1099-MISC and 1099-NEC, run reports and check registers, and more!
AP lets you write checks to saved vendors as well as vendors that are not individually tracked in the software. For monthly payments, set up recurring entries to create multiple invoices in one step. Writing a check by hand? Enter a manual check that will show up in your check register.
Tracking vendors is a snap. In addition to name and address, you can save information for frequently used vendors such as the Federal ID number, forms 1099-MISC and 1099-NEC information, vendor discount information, and more! Month-to-date, year-to-date, and to-date paid figures for each vendor are also tracked for easy reference.
AP integrates with Tabs3 Billing and Tabs3 General Ledger (GL) to bring things together. Costs can integrate with Tabs3 Billing when adding, changing, or deleting an invoice or manual check. When integrating with GL, journal entries are automatically created when checks are posted, and voided checks will create reversing journal entries.
AP also provides many reports that can be run to determine activity in the software, including a Check Register, Pre-Check Register, Cash Requirements Report, Aged Unpaid Invoice Report, Vendor Analysis, and lists for vendors, bank accounts, recurring entries, and voided checks.
Contact your Tabs3 consultant, or contact our Sales Department at (402) 419-2200 for pricing and information.
Note: Tabs3 works exclusively with Nelco to provide you with checks guaranteed to work with Tabs3 Software.
You can now configure Tabs3 Billing to email statements using a Microsoft 365 account with an Exchange Online server. This new sending option allows you to send statements without the need to install Outlook on the workstation or configure SMTP access. The Microsoft 365 option is configured in Customization.
When configuring an account, you will be prompted to grant permissions for Tabs3 Software Email. Once accepted, you are ready to send statements.
Additional information about sending email statements from Tabs3 Billing can be found in KB Article R11913, “Emailing Tabs3 Billing Statements.”
Did you know that Tabs3Pay can help you get paid faster? Accepting credit cards helps make it easier for clients to pay their bills. Sign up directly from Tabs3 Billing or Tabs3 Trust Accounting; in the Quick Launch, search for and select “Tabs3Pay Web Portal.”
With Tabs3Pay, you can:
- Manage separate trust and operating accounts.
- Securely store payment information for future use.
- Accept credit cards and electronic checks, all from within Tabs3 Software.
- Include a payment link in email statements, allowing your clients to easily enter payment information through the secure Tabs3Pay portal.
- Include trust replenishment request links with email statements or generate email requests directly from the Tabs3 Billing Matter Manager using Request Trust Deposit.
- Schedule future or recurring payments for clients.
- Take advantage of the Surcharging feature, allowing you to minimize the expense of processing fees.
- Enable clients to pay their current balance from the Tabs3 Client Portal.
To learn more about Tabs3Pay, visit Knowledge Base Article R11871, “Tabs3Pay Frequently Asked Questions,” or R11869, “Configuring Tabs3Pay.”