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Month: February 2018


Feature Article: Form Designer

February 2018    Tags: ,
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A common task when beginning to use the software is adding a new field to a file. PracticeMaster allows you to customize the software and add the fields that you need.   Read More...


There are several ways to customize the heading for your statements.  The Statement Setup window (File | Print Setup | Statement Setup) helps determine which method is used to print the statement heading.   Read More...


Spotlight: Calendar Reports

February 2018    Tags: , ,
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Did you know that there are multiple calendar reports that can be printed in PracticeMaster? Different reports provide different ways to view your calendar entries and print them.   Read More...


Do you want to keep track of who is logging in and out of Tabs3 Connect, who is getting locked out due to failed login attempts, and who is downloading documents or attachments to their Internet-ready device?   Read More...


We use Word Document Assembly and often have to send several subpoenas at a time. Is there a way that PracticeMaster can prompt us to keep running Word Document Assembly until we are done?   Read More...


PracticeMaster’s Report Writer is a powerful report creation utility, which allows you to pull information from any record in PracticeMaster and format the output as needed. This allows you to create virtually any report you need out of the system.   Read More...


Quick Tip: Printing Envelopes

February 2018    Tags: , ,
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Did you know that envelopes can automatically be printed for each statement generated using the client’s Bill To address?   Read More...


Our firm is moving to a ‘merit’ bonus system in 2018. Besides the revenue values that the attorneys bring in, which I can get from the various productivity and allocation reports, the firm’s management also want to compare how much it costs the firm in overheard to employ each attorney to the amount each attorney bills. Is there such a report that we can run with this type of information?   Read More...


Billing Q&A: Client Specific Rates

February 2018    Tags:
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Is there a way to increase timekeeper rates for a particular client or set of clients without changing timekeeper rates globally? We have certain clients who have special rates and we don’t want to try to keep track of what those rates should be while entering time.   Read More...


Billing Q&A: Reversing a Payment

February 2018    Tags: ,
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A client sent in a payment that got entered for the wrong matter, and now I need to apply the payment to the correct matter. Unfortunately, the payment has already been final billed and updated. Is there a way I can transfer the payment without having to undo that statement?   Read More...


We want to evaluate our billing for last year by timekeeper so we can see how much we’re writing off or decreasing our time in order to evaluate our rates. What report can we use to see that information?   Read More...


I performed a write-up for a set of fees for one of our clients. However, I forgot to print out the verification list and have since deleted it, and I want to verify the write-ups before I generate a statement for the client. Is there a report that will show me how much each transaction was adjusted?   Read More...


PracticeMaster Q&A: Calendar Code Type

February 2018    Tags: ,
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I have started using a new calendar code, but the entries I am adding are not included in the Task List. I made sure that the entries match the time frame, so why aren’t the entries showing?   Read More...


We have reorganized our firm, and some users are showing up in new calendar records when selecting group to which they no longer belong. How can I get a list of the users belonging to each group so I know which groups we need to edit?   Read More...


One of our employees got married and we need to change her User ID on all of her Calendar Entries. Is there an easy way to do this?   Read More...


Once a client has been added, we primarily make edits to tabs other than the Address tab in the Client file. Is there a way to change the order of these tabs?   Read More...


Over the last several years, our firm has created quite a few report writer reports. I know there are reports that are no longer being used and I want to print out a list of the reports so that I can determine which ones to get rid of. Is there a way to print out a list of all report writer reports?   Read More...