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Q&A: Trust Accounting


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...


I recently ran the Trust Account List and discovered that there are some trust accounts with Unpaid/Pending Transactions. Is there a quick way to determine what these transactions are?   Read More...


We have TAS and Tabs3 Billing integrated so that automatic payments are created in TAS when statements are generated. However, the tcode used is the same as the payments that we make directly into Tabs3 Billing. Can we use a different tcode for these automatic payments from TAS?   Read More...


We had two checks for the same amount on our reconciliation and accidentally marked the wrong check as cleared before finalizing. Is there any way we can go back and correct the reconciliation?   Read More...