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Tag: Bank Accounts


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...


I created a new bank account in APS and now when I try to post my checks I get a message that the GLS Cash Account number is not defined for my new bank account. How do I correct this?   Read More...


We recently opened a new bank account. However, when adding new invoices, the bank account keeps defaulting to the previous one. Is there a way to automatically default to the new account?   Read More...


We accrue interest and an occasional service charge that is assessed to our bank account. In order to reconcile, I need some way to record those charges in Trust. How can I accomplish this?   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...