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...
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...
