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Month: August 2017


Typos happen, and sometimes they happen on a larger scale. When you need to change text in multiple records at once, what can you do? Use PracticeMaster’s Find and Replace!   Read More...


You run an Accounts Receivable Report only to see clients or figures you weren’t expecting. Other reports, such as a Client Ledger Report, may show a client owes you a different amount or nothing at all, but Accounts Receivable tells a different story. Why is this, and how can you fix the issue?   Read More...


Spotlight: Statement Templates

August 2017    Tags: ,
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Did you know that you can customize your Statement Templates to define how fees, costs, and payments are displayed on your statement and to determine whether billing history, transaction recaps, and more are included?   Read More...


Did you know that you can purchase a Tabs3 Connect subscription even if your firm doesn’t use both Tabs3 Billing Platinum and PracticeMaster Platinum?   Read More...


We're excited to announce that we will now provide our clients two ways to pay for our highest level of software, Platinum SQL. You can either pay a traditional upfront license with optional annual maintenance or a new monthly subscription plan.   Read More...


Each month I need to run multiple reports and upload them to a website. Is there any way I can reduce the number of keystrokes required to do this?   Read More...


You may be using the default statements that came with the software, but did you know that there are many ways to customize statements?   Read More...


If you mark clients as Inactive, you likely do not want to see them most of the time. In both Tabs3 Billing and PracticeMaster, you can use filters to include or exclude inactive clients.   Read More...


I’m adding a new client and the Next Available Client ID shows 9001.00. However, our last client number was around 3500.00. Why is this number so high, and how can we reset it so that it shows the real next available client?   Read More...


When generating a statement for one of our clients, we noticed that the Recap section showed some unexpected rates for a timekeeper working on the matter. An attorney who charges $100 an hour showed four different rates ($100.02, $100.03, $99.97 and $99.99). Why is this?   Read More...


I ran the Perform Split Billing utility for a statement, but now the attorney wants to make changes to how the clients are split. Is there any way I can undo the split, make the modification, and then split the transactions based on the change?   Read More...


I’m in the middle of my monthly billing. Before I commit to running the Update Statements program, I want to review which clients have been final billed this month. Is there a way to do that?   Read More...


We have a client that we don’t want to bill until they have at least $1,000 owed in fees and costs combined. Is there a way to set this up to happen automatically?   Read More...


We want our receptionist to start a Phone type journal record before the call is transferred to the attorney, and then have the attorney take over the timer when they accept the call. This way the attorney can start adding information to the journal record right away. However, is it possible for the attorney to add it to their Timer window?   Read More...


In the Client File, I don’t see the same tabs as other users. How can I change this so that I have easy access to more information about each client?   Read More...


PracticeMaster Q&A: Lock Out All Users

August 2017    Tags:
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I’m trying to add some new fields in PracticeMaster, but users keep logging in and preventing me from accessing File Maintenance even though I’ve asked them to stay out. Is there a way to prevent users from logging in until I am done?   Read More...


We use a PracticeMaster Report Writer report to keep track of Homeowner’s Association dues. We’ve recently picked up a new Homeowner Association and need a new report similar to our existing one, but don’t want to recreate the entire report from scratch. Is it possible to make a new report based on an existing one?   Read More...


I’ve been synchronizing my calendar records with Outlook, and now I want to start synchronizing my contacts as well. However, I have a few contacts in PracticeMaster that I don’t want to synchronize to Outlook. How can I stop these contacts from synchronizing to Outlook along with the rest?   Read More...