Feature Article: Year-End Reminders

December 2021    Tags: , , , , ,

With another year coming to a close, year-end tasks are also swiftly approaching. Get a jump on 2022 by reviewing the recommended year-end procedures! As always, look no further than our Knowledge Base and Help topics to 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
  • GL Integration

Tabs3 Trust Accounting – R10433

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

Tabs3 Accounts Payable – R11278

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

Tabs3 General Ledger – R11600

  • Advancing the Year
  • Reports
  • Backup Routine

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

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