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Q&A: Trust Accounting


One of our attorneys left the firm and we need to determine which trust accounts they were responsible for so we can reassign them. Is there a report that will show this?   Read More...


We recently installed Trust Accounting. We started printing checks, but noticed that they are printing in the order that we are entering them. Is it possible print them in order based on trust account?   Read More...


We use separate Trust bank accounts for the same physical bank account in order to separately track trust payments. Is there any way to link these bank accounts to make reconciliation easier?   Read More...


We run the Positive Pay export process in Trust on a daily basis. Is there a way to automate this utility?   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 and credit card accounts are very active, and it takes longer than we’d like to complete our monthly reconciliation. Is there a way that we can streamline this process to make it any quicker?   Read More...


I want to import transactions from a different program into Trust. Is this possible?   Read More...


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


We had to hand write a check from a client's Trust account. How do we record that check in Trust Accounting?   Read More...


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


We need to set up a new Bank Account in Tabs3 Trust Accounting. What do I need to do to make sure payments to firm integrate with Tabs3 Billing?   Read More...


On my statements, the trust account section displays “Trust Fund Balance,” but I want it to display “Your retainer balance is” instead. How can I change the terminology for the Trust section of my statements?   Read More...