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
From the File menu, point to Open and select Miscellaneous.
From the Bank Account tab, press Ctrl+N.
Enter the information for the new bank account.
Click the Integration Settings button.
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.
Click OK.
Note: For more information on how Tabs3 Software integrates, refer to our Integration Guide.
