Trust Accounting Q&A: Trust Payments to Firm

November 2020    Tags: Checks, Payments, Tabs3 Billing, Trust Accounting

We need to set up a new Bank Account in Tabs3 Trust Accounting. What do I need to do to make sure payments to firm integrate with Tabs3 Billing?

When setting up a new bank account, you must make sure that integration settings have a transaction code specified for the desired payment type(s).

To set up a new bank account to integrate with Tabs3 Billing

1. From the File menu, point to Open and select Miscellaneous.
2. From the Bank Account tab, press Ctrl+N.
3. Enter the information for the new bank account.
4. Click the Integration Settings button.
5. In the Tabs3 Transaction Codes for Payments section, select a transaction code for the desired payment type(s). We recommend configuring the Regular Payment transaction code.
6. Click OK.

Note: For more information on how Tabs3 Software integrates, refer to our Integration Guide.