You can create WorkFlows so that each time you add a record to the Calendar with the Client ID field populated, the Primary Timekeeper’s name will be added to the beginning of the Description field.
To create a WorkFlow that adds the Primary Timekeeper’s name to the Description field
For more information on WorkFlows, refer to our PracticeMaster WorkFlows Guide at Tabs3.com/support/docs.html or Knowledge Base Article R11307, “All About WorkFlows.”
Is it time to review billing rates? The Client Rate Report allows you to print a list of clients, along with their default billing rates. Additionally, fee and cost rate tables, timekeeper level rates, and the client’s billing rate code can be included. This report is especially useful when reviewing rates or if you need to change the hourly rate for one or more timekeepers.
The Client Rate Report training video walks you through running the report, and then reviews the generated report.
Watch this two-minute video here:
Training Videos can be accessed 24 hours a day, 7 days a week, at Tabs3.com/videos. You can also access Training Videos while in the software by selecting Help | Documentation and then clicking the See also link for Tabs3 and PracticeMaster Training Videos.
You have a special font you downloaded for your firm to use for statements and reports. Although you print some statements and reports, you also e-mail PDFs of statements and reports to certain clients and third parties. However, did you know that if the e-mail recipient doesn’t have that font installed, the font will be replaced by a different one? When a designated font in a PDF file is not installed on the reader’s computer, the closest substitution font is found and used, but sometimes this can make the PDF more difficult to read.
The solution? You can specify that the font be embedded into the PDF, so that it reaches your recipients as expected.
To embed fonts in PDF files
Note: PDF files with embedded fonts have a larger file size, which may lengthen the processing time when e-mailing statements. Additionally, some fonts cannot be embedded due to copyright laws.
You don’t need to skip the specialty font for your firm; embed the font so that others can view the file as intended!