We run the Positive Pay export process in Trust on a daily basis. Is there a way to automate this utility? Read More...
Is it possible to combine multiple Trust checks into a single transaction to make the reconciliation process easier? Read More...
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...
Our bank has started offering a Positive Pay service and we want to start participating. Does Trust have that capability? Read More...
I need to transfer money from one trust account to another trust account. How do I record the process in Tabs3 Software? Read More...
How can I change the terminology used in the trust section of my statements? Read More...
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...
When adding a payee, we misspelled the name. How can we change the payee’s name? Read More...
A new employee selected the wrong bank account for a new trust account. Is there an easy way to fix this, now that trust transactions have been entered? Read More...
