Trust Accounting Q&A: Automate Positive Pay

November 2023    Tags: Positive Pay, Trust Accounting

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We run the Positive Pay export process in Trust on a daily basis. Is there a way to automate this utility?   Read More...

Trust Accounting Q&A: Combine Trust Transactions

September 2023    Tags: Checks, Reconciliation, Trust Accounting

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Is it possible to combine multiple Trust checks into a single transaction to make the reconciliation process easier?   Read More...

Trust Accounting Q&A: Check Test Pattern

July 2023    Tags: Checks, Printing, Trust Accounting

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We just ordered new Trust checks. Before we start printing checks, is there a way to make sure that everything will line up properly?   Read More...

Trust Accounting Q&A: Positive Pay Export

May 2023    Tags: Bank Accounts, Trust Accounting

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Our bank has started offering a Positive Pay service and we want to start participating. Does Trust have that capability?   Read More...

Trust Accounting Q&A: Transferring Between Trust Accounts

March 2023    Tags: Trust Accounting

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I need to transfer money from one trust account to another trust account. How do I record the process in Tabs3 Software?   Read More...

Trust Accounting Q&A: Changing the Trust Terminology on Statements

January 2023    Tags: Statements, Tabs3 Billing, Trust Accounting

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How can I change the terminology used in the trust section of my statements?   Read More...

Trust Accounting Q&A: Reporting Payments to the Firm

November 2022    Tags: Reports, Trust Accounting, Year-End

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We need a list of all payments to our firm from trust accounts in the last year. Which report should I run for this?   Read More...