What’s New in Tabs3 Trust Accounting Software Version 11 

Highlights 

• Increased the number of bank accounts from 9 to 99. 
• Added support for international phone number fields. 
• Added the ability to use bold, italics and underline attributes in the trust transaction description. 
• Added the ability to use the previous description (F2) key and text macros in the trust transaction description.
• Added a Date Entered and User ID field to the Trust Transaction data entry program. 
• A list of Trust Transactions can optionally be displayed in the Trust Transaction data entry program making it easy to view and edit transactions. 
• Added system-wide support of proportional fonts. 
• Added the ability to print an optional footer on reports with the user initials, date and time. 
• Various reports were redesigned to provide greatly improved readability. 
• Added the option to not show the Print Test Pattern message box when printing checks. 
• Added the ability to periodically post GLS accrual journal entries for TAS bank account balances to specified GLS accounts. 

General 

• Easier logon requires User ID and Password only when the first system is started (i.e., you only need to logon once for all systems per workstation). 
• Added a new Lock Out All Users program that lets any manager lock out all users from all Tabs3 and PracticeMaster software products so the manager can perform exclusive tasks. 
• Added mouse wheel support to all Lookup windows and the Preview window. 

All Reports 

• Added the ability to use proportional fonts. 
• Added the ability to include an optional footer with the date and time and optionally include user initials. 
• Added the ability to display negative numbers in red. 
• Added the ability to show commas in all numeric fields. 
• Added a new Advanced Printing Features window in Printer Setup that lets you configure the above options and more. 
• Various reports were completely redesigned to make the reports more readable. Techniques employed include use of black and gray lines; bold, italics, and gray text; gray shading of key information; and larger and smaller fonts than the base font. The Advanced Printing Features window also includes the ability to allow variable font sizes and styles, allow gray text and lines as well as configure the gray shade density and gray text/line density. 
• Added a Refresh button to the Preview window providing the ability to refresh the data displayed in the Preview window with any changes that were made since the report was first displayed. 
• Four-digit years are displayed in all date fields. 

Lookup Windows 

• Every other row is lightly shaded making it easy to read across the row. 

Accrual Posting of Bank Balances to GLS 

• A new accrual accounting feature provides the ability to have journal entries posted to GLS for TAS bank account balances. Posting occurs using the new Post Tabs3/TAS Accrual Balances program in GLS. GLS accounts are configured in the Bank Account data entry program. 

Bank Account 

• Increased the number of bank accounts from 9 to 99. 
• Added the ability to configure GLS debit and credit accounts, journal number and journal entry description for optional GLS accrual integration. 
• Added the ability to configure the labels used for a Client’s Trust Account Balance on Tabs3 statements. Previously the labels were configured globally in Tabs3 Customization. 

Bank Account List 

• Greatly enhanced the format to make the report more readable. 

Trust Account 

• Increased the phone number fields from 12 characters to 25 characters to allow international phone numbers. 

Trust Transaction Data Entry 

• Added a Date Entered field to track the date a transaction was actually entered. 
• Added a User ID field to track which user entered a transaction. 
• Added the ability to optionally display a list of transactions for a Trust ID, transaction date, or entry date. When the entry list is displayed, totals for Checks, Deposits, EFTs and Amount are displayed. Double-clicking an item in the list automatically retrieves that transaction in the data entry window allowing easy editing. 
• Right-clicking the Description field will allow you to add bold, italic, underline, and comment attributes. You will also be able to clear attributes, reverse case, as well as insert and edit text macros.
• Added the ability to insert the description from the previous transaction by using the F2 key or the right-click menu.
• Reconciled transactions cannot be deleted. 
• Receipt details for payments to firm are passed to GLS for creation of deposit slips. (Version 11.2) 

Print Checks 

• Added a Do not show again check box on the Print Test Pattern message box to prevent the message from being displayed each time you print checks. Once selected, this option can be reset by using the new Reset Optional Messages option on the Help menu. 

Check Register by Check Number Report (introduced in Version 10.7) 

• New Report Layout and Sort Order. 
• The report includes separate columns for Deposits and Withdrawals. Previously, the report showed Deposits and Withdrawals in a single Amount column. 
• The report shows a running account balance in date order. Previously, the report listed all checks followed by all deposits and EFTs. This modification allows checks, EFTs and deposits to print in one combined section in date order. 
• Totals are included for account deposits and withdrawals. 
• Totals are included for debit EFTs and credit EFTs in addition to totals for checks and deposits. 

System Configuration 

• Added the ability to rename a User ID to a new User ID. 
• Added the ability to reassign a User ID to an existing User ID allowing you to combine all records associated with a User ID to an existing User ID in all systems. 
• Added the ability to mark a User ID as “inactive”, which removes the User ID from all User Lookup windows. 

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