Then the payment transactions are created and posted to Tabs3 when the check is printed using the WhenĪ check with a check number equal to zero (i.e., an unpaid check) is entered with a payee of FIRM, Number greater than zero or an EFT is entered with a payee of FIRM, then payment transaction(s)Īre created and posted to Tabs3 at the same time the transaction is added to the trust data file. The payment transactionĬodes used are those that were specified for the TAS Bank Account. This propro-gram tab allows you to specify the amount of the Tabs3 regular, fee,Įxpense or advance payment(s) that should be created for the check/EFT. When an EFT or check transaction is added with a payee of FIRM, a Tabs3 The Trust Transactions data entry program in TAS allows you to enter EFTs and checks using a Q TAS will automatically post payment entries to a Tabs3 client when a check or electronic funds transfer is added with a payee of FIRM. Tabs3 timekeeper file (or the PracticeMaster timekeeper file if PracticeMaster is being used without Tabs3). However, any additions, changes or deletions to the attorney file must be performed in the Q The attorney information in TAS and the timekeeper information in Tabs3 is stored in a shared data file.Īny changes made to the timekeeper file in Tabs3 will also be made to the attorney information in Trust Account file before editing a contact address in the Contact file. Therefore, it is important to be aware of which address is selected in the Contact records can be edited and deleted in TAS, but cannot beĭeleted if they are used as the Client Name or Contact Name in the Trust Account file.Ĭhanging contact information for a contact that is set up to receive statements in Tabs3 may change Q The TAS contact information and the Tabs3/PracticeMaster contact information is stored in a shared data file.Īfter a contact is added using Tabs3 or PracticeMaster, the contact information will automatically beĪvailable in the TAS Contact file. Additional client information such as statement templates, billing ratesĪnd client notes can then be added in Tabs3.
When a trust account is added using TAS, the trust account will automatically appear as a client in
Once a bank acac-count has beenĪssociated with the trust account, you cannot delete the client in Tabs3 or PracticeMaster it must beĭeleted in TAS before it can be deleted in Tabs3 or PracticeMaster. After a bankĬount has been associated with the trust account using the TAS Trust Accounts program, the trustĪc-count will then be available in all other Trust ID Lookup windows. The Trust ID Lookup window in the TAS TrustĪc-counts program will show these clients with “TABS” in the bank account column. However, a bank account must be associated with the trustĪccount before trust transactions can be entered. Q The TAS trust account information and the Tabs3/PracticeMaster client information is stored in a shared data file.Īfter a client is added using Tabs3 or PracticeMaster, the client information will automatically beĪvailable in the TAS Trust Account file. Information that is used by TAS and Tabs3 is stored in shared data files.
DOES OFFICETIME INTEGRATE WITH TABS3 SOFTWARE
TAS integrates with Tabs3 billing software and PracticeMaster case management software when installed in the TAS integrates with the following software: