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Tag: Bank Accounts


We opened a new bank account recently that is going to be our main operating account. We added the account to APS; however, when we add new invoices, they default to the old account. Is there a way to set the new bank account as the default?   Read More...


We recently switched to a new bank for our operating account. Everything is configured correctly, but when I run the Balance Sheet I see both the old and new accounts showing up. How can I stop the old account from being displayed?   Read More...


We have a new bank account and the check number they started us at is 2000. Is there a way to make sure TAS defaults the first check number to 2000?   Read More...


Is there a quick and easy way for me to see how much money is in each of my bank accounts?   Read More...


A new employee created a trust account under the wrong bank account number in TAS. Is there an easy way to fix this? We would prefer to not have to void or delete the trust transactions in order to recreate them on a new account under the correct bank account.   Read More...


We have an old bank account that we no longer use. Unfortunately, deposit records are occasionally added to trust accounts using that bank account. Is there a way to prevent this from happening?   Read More...


Tabs3 Trust Accounting Software (TAS) is designed to help your firm keep track of the trust accounts you manage.   Read More...


We are changing where we bank for our trust accounts. I have already added the new bank to the Trust Accounting Software and set up each of the clients with new Trust Accounts for the new bank. How can I transfer their balances over to the new bank?   Read More...