Video of the Month: Customizing Statements
August 2017 Tags: Resources, Statements
You may be using the default statements that came with the software, but did you know that there are many ways to customize statements? The Customizing Statements video provides an overview of the Statement Customization, Statement Designer, and Statement Templates programs.
When the video starts, you have the option of watching the video from beginning to end or jumping straight to one of the following three segments:
- Statement Customization – This five-and-a-half-minute segment provides information on the Statement Customization program. The information in this video pertains to statement terminology, headings, cover statements, and more.
- Creating Statement Designer Layouts – This three-minute segment provides information on the Statement Designer program. The information in this video pertains to creating, enabling, and assigning Statement Designer Layouts.
- Using Statement Templates – This ten-minute segment provides information on the Statement Templates program. The information in this video pertains to accessing and defining Statement Templates.
To learn more about how you can customize your client statements, watch this 19-minute video here:
Training Videos can be accessed 24 hours a day, 7 days a week, at Tabs3.com/videos. You can also access Training Videos while in the software by selecting Help | Documentation and then clicking the See also link for Tabs3 and PracticeMaster Training Videos.
