Security in a law firm is a top priority. In addition to many other security features, Tabs3 and PracticeMaster software provides the ability to limit a user’s access to specific timekeepers’ transactions via the Assign Tabs3/PracticeMaster Timekeepers function. Users who are assigned to timekeepers can only view transactions that have their assigned timekeepers specified as the working timekeeper. Additionally, certain reports will filter their results based on assigned timekeepers.
To assign timekeepers via System Configuration
For information on how this setting affects the Tabs3 and PracticeMaster software, Knowledge Base Article R11328, “Assigning Tabs3/PracticeMaster Timekeepers,” explains how assigning timekeepers works, provides a list of reports and tasks that are affected by this setting, and explains exactly how they will be affected.
Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
Did you know that you can write off all or a portion of a client’s accounts receivable balance? When a write off is performed using the Write Off Client program, a special write off record is created and stored in the client ledger file for audit trail purposes and adjustments are made to receipt allocation records. Write offs can also be shown on the next statement (provided a description-only transaction is entered when the write off is performed).
The Write Off Client program is used to write off all or a portion of a client’s accounts receivable balance. If you select to write off an individual statement, you have the option of writing off the entire statement or selecting which portion of the statement you want to write off. You also have the option of writing off the balance for all timekeepers or a specific timekeeper for all statements or an individual statement.
To perform a write off
Additionally, you have the option of reversing a write off if you find the write off was in error, or you want to change the way the write off was performed.
To reverse a write off
PracticeMaster Reminders do not synchronize over to Outlook. However, a WorkFlow can be set up that will automatically create additional calendar records as “reminders” in PracticeMaster when a certain calendar code is used. Because we are creating separate calendar records, they will then synchronize over to Outlook.
To create a WorkFlow that adds additional calendar records based on Calendar Code
The specified user will now have an automatic reminder set up for one week prior to a record with a Calendar Code of “Hearing”.
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.”
Determining conflicts in a firm is important. PracticeMaster helps make it easy.
PracticeMaster’s Conflict Search is a powerful tool that can be used to find all occurrences of specified text to help determine if any conflicts are present. Fully indexed files are used, providing lightning-fast search times.
The Conflict of Interest Search video provides information on how to access the Conflict of Interest, examples of a simple search as well as a more complex search, and shows the benefits of the drill-down feature in the Preview window.
By allowing you to search all of your records in seconds and helping you maximize your productivity, the Conflict of Interest Search is one of the ways in which PracticeMaster saves you time. Make sure you’re taking full advantage of this great feature.
Watch this three-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.
Did you know that you can easily copy records in PracticeMaster using the Replicate feature? Replicating a record adds a new record that uses most, if not all, of the information from an existing record as a basis for the new record.
When replicating a record, all fields will be copied to the new record with the following exceptions:
Note: If you are integrating with Tabs3 Billing, you will not be able to use the Replicate feature in the Billing System Lookup Files (i.e., Timekeeper, Category, Tcode, Task Code, and Location files).
To Replicate a record
For more information on the Replicate feature, as well as limitations, open the PracticeMaster Help (F1 or Help | Help Topics) and enter “Replicate” on the Index tab.