Trust Accounting Q&A: Changing the Trust Terminology on Statements

January 2023    Tags: , ,

How can I change the terminology used in the trust section of my statements?

The terminology for trust information on statements is stored in Tabs3 Trust Accounting, and is specific to each bank you have configured.

To change the trust account terminology

  1. In the Quick Launch, search for and select “Bank Account.”
  2. Select the bank you want to modify in the Bank Account field.
  3. Click the Integration Settings button.
  4. In the Tabs3 Billing Statement/WIP Terminology section, enter the text you want to use in each field.
  5. Click on the OK button.
  6. Press Ctrl+S.
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