STI System Configuration

• Added the ability to allow or disallow rights for all functions in a group with the click of a button.
• Whenever Firm Information is changed, a form is printed that can be faxed to STI with the changed information.
• Added a Fax Phone field for the firm.

General

• The Main Task Folder is now customizable.
• Added a toolbar button and Ctrl+T keystroke to display Task Folders.
• The firm’s name is now shown on the title bar of the Task Folders window.
• Added Close All and Minimize All menu options to the Window menu to close or minimize all open windows with the exception of the Task Folders window.
• Lookup windows were changed so that the selected record is shown in the middle of the list if the list is longer than the lookup window thus showing records both before and after the selected record.

Printing & Preview Window

• Each workstation now has a default report printer and a default TAS check printer.
• Changed the printed output so that the Windows Generic or Standard printer drivers print dashes for underscores.
• Changed the print job order from Last In-First Out to First In-First Out.
• Added a Fit to Window option in the Zoom dialog box allowing the software to automatically select the appropriate font size based on the report width and the current preview window.
• Added a First and Last button to the searching capabilities in the Preview window making it easy to specify where the search should begin.
• Increased the minimum and maximum allowable Printer Offset Adjustment from -0.250 and 0.250 inches to -9.999 and 99.999 inches.

Customization

• Added an option to prevent editing of trust account balances.
• Added an option to prevent editing of bank account balances.
• The TAS Account Number Format has been replaced by the Matter Length field.
• The TABS III Data Path has been eliminated. All TABS III data files (with the exception of the archive files) must reside in the program directory. The conversion program moves data files from other directories as required.
• The GLS Path has been replaced by a GLS client number field. After specifying a client number, TAS looks at the GLS data files and reads the appropriate data path for the specified client.

Trust Transaction Entry

• A warning now appears when the trust balance goes below the desired minimum.
• When saving an EFT or check, the program forces you to go through the TABS III and GLS screens rather than just reporting the message, "You haven’t reviewed TABS III or GLS."
• When a check number is entered out of sequence in the Check # field, the error message now more accurately reads, "Check number is out of sequence," instead of "Check number has already been used."
• The Trust Transaction Lookup window, accessed at the Reference field, now displays the transactions in reverse entry order.

Trust Accounts Tab (common folder tab used by reports, checks and utility programs)

• Increased the number of trust account ranges allowed via the Multiple button from 10 to 50.
• The ending trust account number will now always default to the beginning trust account number. Previously, the ending trust account number would do so only if the Tab key was used. If the Enter key was used (or you clicked the OK button or changed tabs without first moving focus from the beginning trust account number field), the ending trust account number would default to the highest client number.

Trust Account List

• Added an option to print the current trust account balance or the balance as of a specified date.
• Added an option to print the date of the last deposit, the last check date and check number, and last EFT date.

Client Trust Ledger

• Added the ability to exclude zero balance trusts.
• Added an option to include only active trusts.
• Added an option to print subtotals only.

Print Checks

• If the beginning check number entered is out of sequence, the error message now more accurately reads, "Check number is out of sequence," instead of "Check number has already been used."

Check Printer Configuration

• The bank account number also prints on the stub of the check if you elect to print the trust account number.
• Added an option to print the trust account name on checks.

Check Register By Check Number

• Added an option to include a running balance on this report.
• Added an option to include or exclude voided checks.

Void Checks

• Added an option to specify a void date.

Bank Account Reconciliation

• Added the ability to specify a cut-off date for reconciliation.
• Added a reminder to print the Bank Account Reconciliation Report before finalizing the reconciliation.
• Added a Print button which allows you to print the Bank Account Reconciliation Report.

1099 Report

• Added the ability to print a detail or summary report. A summary report includes basic trust information for the report including the trust account, trust name, federal ID number, box number, the paid balance as of the year-to-date and total payee information for the firm (i.e., the Version 8 report). The new detail option includes detailed check information for each disbursement.
• Added the ability to print amounts in Box 13 with the new Code A as required by the IRS for gross proceeds paid to an attorney in connection with legal services.

Reorganize Data Files

• An option has been added not to purge unreconciled transactions.

Data File Integrity Check

• Added the beginning and ending date and time on the DFIC Log and Error List.

About TAS

• Additional information is now shown in the About TAS window including the firm name, whether the user has manager rights and the Matter Length. Additional information about the computer is also shown, including the available physical memory, amount of free disk space, type of processor, screen resolution and printer driver information. This information can now be printed if desired.

TABS III Integration

• Added the ability to integrate with TABS III when it is configured for alpha client numbers (i.e., an alpha or mixed Key Type.) This is accomplished by storing the TABS III alpha client ID in the TAS Name Search field.