Feature Article: Prepare for Year-End

December 2020    Tags: , , , , ,

The New Year is once more upon us! Get a head start on reviewing year-end procedures so you’re not scrambling to get everything done at the last minute. Our Knowledge Base and Help files provide checklists to help guide you through the process.

Knowledge Base Article R10429, “Year-End Overviews for Tabs3 Software Products,” includes links to KB articles that provide checklists and frequently asked questions. The types of questions found in each year-end article are outlined below:

Tabs3 Billing – R11693

  • Retaining Previous Year’s Information
  • Backup Routine
  • Next Year’s Entries
  • GLS Integration

Tabs3 General Ledger – R11600

  • Advancing the Year
  • Reports
  • Backup Routine

Tabs3 Accounts Payable – R11278

  • Backup Routine
  • Checks
  • Void Posted Checks
  • Reports
  • 1099s, including E-file
  • Deleting Vendors
  • GLS Integration

Tabs3 Trust Accounting  – R10433

  • Backup Routine
  • Bank Account Reconciliation
  • Reports
  • 1099s, including E-file
  • GLS Integration

Lists of basic year-end procedures are also available in Help for each Tabs3 application. Simply enter the keyword “year-end” on the Index tab to display the year-end procedures Help topic.

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