Version 2024 has some great new features to check out!
Tabs3 Platinum Software Highlights
- Added the ability to link your Tabs3 User ID to your Windows user account. Once you log into Windows, you can launch Tabs3 Software without having to enter another password. This allows you to use the Windows login security to ensure that only the associated user can access Tabs3 Software. (Requires Platinum SQL and an Active Directory Domain Server)
- Improved performance when refreshing or rebuilding PracticeMaster search indexes.
- Added the ability to schedule PracticeMaster search index rebuilds.
- Added the option to send an email notification when a search index rebuild fails or succeeds.
- Added the ability in PracticeMaster to rebuild the Conflict/Contact index file (used for Conflict of Interest Searching) while other users are in the software.
- Simplified the process of managing SQL ODBC access rights for users.
Tabs3 Billing Highlights
- Added new configuration options for Tabs3Pay payment links and request trust deposit links:
- Added the ability to specify if overpayments are allowed.
- Added the ability to specify if payments can be made by Credit Cards and/or eChecks/ACH.
- Made multiple improvements to the Tabs3 Billing Matter Manager:
- A final statement can now be updated by clicking the “1” badge in the Work-in-Process tile.
- Added a Perform Split Billing link to the Take Action pane. This link is only displayed when viewing the main Split Billing client.
- Added an Adjust Flat Fee Amount link to the Take Action pane. This link is only displayed when viewing a Flat Fee client.
- Added NetDocuments integration, allowing client information to be pushed to NetDocuments. This feature requires PracticeMaster Basic.
PracticeMaster Highlights
- Added the ability to synchronize event attendees from Outlook to PracticeMaster (when using the Microsoft 365 Exchange Connector).
- The Document Search index no longer needs to be rebuilt when a Renumber Client or Change Key Type is performed.
- Added the ability to select specific Journal record types when running a Conflict of Interest Search.
Tabs3 Trust Accounting Highlights
- Added new Positive Pay configuration options to support Wells Fargo Bank.
- Added new configuration options for Tabs3Pay payment links and request trust deposit links:
- Added the ability to specify if overpayments are allowed.
- Added the ability to specify if payments can be made by Credit Cards and/or eChecks/ACH.
Tabs3 Accounts Payable Highlights
- Added new Positive Pay configuration options to support Wells Fargo Bank.
Tabs3 Taskbill
- Added an option to export invoice attachments from Tabs3 Accounts Payable (AP) for costs included on a statement.
For in-depth information on all of the new Version 2024 features, including screenshots, refer to Knowledge Base Article R11947, “Version 2024 Introduction to New Features.” A list with links to all Version 2024 information can be found in R11949, “Version 2024 Information and Resources.”
To download Version 2024, check for updates via the Quick Launch by searching for and selecting “Check for Updates” or via the Help | Check for Updates menu option, or contact your local consultant.
Tabs3 Trust Accounting (Trust) is designed to help your firm keep track of the trust accounts you manage.
- Trust tracks an unlimited number of client trust accounts, and can warn you when an account goes below a minimum balance.
- You can print checks, record manual checks, record electronic funds transfers (EFTs), record deposits, reconcile your bank account in the software, and track your trust transactions through a variety of reports.
- The 3-Way Reconciliation Report helps you stay compliant when balancing your accounts. Not only that, but Tabs3 Trust Accounting has a wide range of reports that can be customized to fit your needs.
- Using the Tabs3 Trust Accounting Dashboard, you can easily stay on top of your Trust Account bank balances and quickly monitor any recent activity at a glance.
- Trust Accounting includes a Positive Pay Export program that allows you to export a list of all approved checks that can then be uploaded to your bank or financial institution’s fraud prevention program.
- The best way to accept credit card deposits for your firm is with Tabs3Pay. Securely make credit card or ACH deposits directly through Trust.
Trust provides seamless integration with Tabs3 Billing, PracticeMaster, Tabs3 Accounts Payable (AP), and Tabs3 General Ledger (GL).
- In Tabs3 Billing, trust balances can be shown in the Matter Manager and on work-in-process reports, trust transactions or balances can be shown on billing statements, and payments made to your firm from a client’s trust account can automatically generate a payment.
- Firms using Tabs3Pay can email a request to replenish the Trust balances at any time, giving clients a link to replenish their funds right away.
- In PracticeMaster, trust balances are shown as part of Matter Manager’s Billing Summary.
- In the Platinum edition, check requests can be created in PracticeMaster and sent to Trust.
- You can upload 1099 information to Nelco’s portal to make producing and sending 1099s a snap. Alternatively, IRS 1099 Forms (1099-MISC or 1099-NEC) information can be printed in Trust or be combined with AP 1099 information.
- Payments to the firm from Trust can create journal entries in GL. Additionally, accrual entries for Trust bank balances can optionally be posted in GL.
Trust accounting regulations require strict adherence. Tabs3 Trust Accounting provides peace of mind with the tools to help your firm manage your trust accounts. For more information, contact your local consultant, or contact our Sales Department at sales@tabs3.com.
We run the Positive Pay export process in Trust on a daily basis. Is there a way to automate this utility?
You can use a startup option with Trust to automatically export Positive Pay. This allows you to create the export using a shortcut. You can use the same shortcut to add this as a scheduled task in Windows.
The startup option is “/POSITIVEPAY #”, where # is the bank account that you want exported.
To add POSITIVEPAY as a startup option
- Make a copy of your Trust desktop icon with a distinctive name (e.g. “Positive Pay Export”).
- Right-click the new desktop icon and select Properties.
- In the Target field, add a space after the path and then enter “/POSITIVEPAY #” (e.g., “C:\Program Files\Tabs3\TAS.EXE” /POSITIVEPAY 1).
- Click OK to update the shortcut.
The export file is overwritten each time the export is run. If you want to retain a copy of the export, copy or move the export file before performing the export again.
Note: Trust will close once the export has been completed.
