Consultant eNews

News and Resources for Consultants

Archive for February, 2020

New Features Posted

Feb 20

Posted by Joe Abler in General, PR / Announcements | No Comments

Version 20.1.8 of Accounts Payable now has the ability to store a copy of an invoice or receipt with the corresponding invoice, manual check, or EFT.  Simply click the new Attach File button and select the file you want to store with the invoice.  When the APS entry is saved, a copy of the attached file will be placed in an “APS Invoice” folder in the Current Working Directory.

Additionally, we added the ability to quickly print an individual check for an unpaid invoice from the APS dashboard.

Keep up-to-date with all the changes to Version 2020 by reviewing the Version 2020 Release Notes, watching for update emails, and reading eNews.  Firms can also use the Help|Check for Updates option to get the latest release information.

Renovations Complete!

Feb 7

Posted by Joe Abler in PR / Announcements | No Comments

New CosmoLex Contact

Feb 7

Posted by Joe Abler in CosmoLex | No Comments

Many of you have worked with Sophia at CosmoLex as she has spent much of her time acting as Manager of Partner Relations.  She is presently on leave and Michelle Wertman was recently named Manager of Partner Relations in a permanent capacity.  Please contact Michelle for any CosmoLex partner related questions.  She can be reached at 866-878-6798 Ext 535, or [email protected].

To register CosmoLex leads and see additional information about the CosmoLex partner program, visit the links below:

CosmoLex lead registration – https://partners.cosmolex.com/register-your-lead

CosmoLex Partner Program FAQs – https://partners.cosmolex.com/faqs

Become a CosmoLex partner – https://partners.cosmolex.com/become-a-partner

More Training Videos!

Feb 6

Posted by Joe Abler in General, Marketing | No Comments

Our awesome video crew is still hard at it and have recently posted more videos that your prospects and clients may wish to view.

Using Quick Clicks (PracticeMaster, 3:33)

Getting Started with Clients (PracticeMaster, 3:02)

Adding a Letterhead Image (Tabs3, 2:34)

What’s coming next?  Expect to see Calendar Overview, Recurring Entries and Conflict of Interest videos coming to a popular web page soon! Additional videos are headed your way over the coming months.

You can access all Version 2020 videos at https://www.tabs3.com/trainingvideo/v2020/video.html.

If you have suggestions for new videos or feedback on what we already have, email [email protected].

Tabs3 Apparel and Accessories

Feb 4

Posted by Joe Abler in Forum, PR / Announcements | No Comments

Tabs3 and CosmoLex logo shirts are now available for order. They are perfect attire for trade shows, meetings with potential customers, or the upcoming Forum! Each item is custom ordered and embroidered with our logo. In addition to logo shirts, various accessories are available such as blankets, drawstring bags, and beach towels. Follow the link below for shirt and accessory options. To purchase, simply email your order to [email protected] by February 25, 2020.

Click for Order Form