Feature Article: Year-End is Here!

December 2023    Tags: Accounts Payable, General Ledger, Tabs3 Billing, Trust Accounting, Year-End

With 2023 coming to a close, year-end tasks are also swiftly approaching. Get a jump on 2024 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
• Next Year’s Entries
• GL Integration

Tabs3 Trust Accounting – R10433

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

Tabs3 Accounts Payable – R11278

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

Tabs3 General Ledger – R11600

• Advancing the Year
• Reports

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.