Join Paul and Mary Jo on Monday, July 28th at 1:00 pm ET as they tackle Flat Fee Billing and setting up a new bank account in Trust.
There are many ways to bill in Tabs3, and one of them is flat fee. There are many ways to do flat fee billing as well. Mary Jo will look at each way and discuss its' advantages and disadvantages. You'll be able to determine which method or methods will work best in your environment.
Paul will look at opening up a new bank account in the Trust Accounting System. Some firms have multiple trust bank accounts, and he'll show how to open a trust account and pick the appropriate bank account. Then he'll show how to have a single matter with funds in multiple bank accounts.
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