Trust Accounting Q&A: Trust Payments to Firm

November 2020    Tags: , , ,

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.

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