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Month: November 2018


Tabs3 version 19 has been released, and there are many great new features!   Read More...


Have you ever wanted to change the size of the windows, menus, page tabs, lists, and messages in the software? How about changing the font face and size on your PracticeMaster forms? Version 19 introduces a new, larger default font in the software and allows you more control over font via new customization options.   Read More...


We wanted you to know that our family of products has grown – we recently acquired CosmoLex!   Read More...


Spotlight: Matter Manager

November 2018    Tags: , ,
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Do you use Matter Manager? Matter Manager presents client and contact information in one easy-to-read window. Emails, phone calls, client notes, documents, and more are organized so that you can see exactly what has been done for the matter and when.   Read More...


Platinum: HotBackup

November 2018    Tags: , ,
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Do you often find yourself clicking No when prompted to make a backup in Tabs3 and PracticeMaster software? If so, is it because you don’t have time to wait for a backup to complete, or because other people are currently working and they don’t have the time to log out and wait?   Read More...


I've created several custom fields in my Calendar and Contact files (e.g., Docket No.). Is there a way I can get the new fields to sync over to Outlook?   Read More...


Working with a lot of data can be time consuming. However, PracticeMaster makes it easy by allowing you to restrict the records shown based on criteria you specify using filters. This powerful feature allows you to deal with just those records that apply to your situation.   Read More...


Did you know that you can press Ctrl+Shift+F to open the Fee file and Ctrl+M to open the Matter Manager or Client Manager? Most people are aware of standard keystrokes, such as Ctrl+S to Save, Ctrl+C to Copy, Ctrl+V to Paste, etc. However, there are many more shortcuts to help save time in Tabs3 and PracticeMaster without your hands leaving the keyboard!   Read More...


Billing Q&A: Reorder Fees

November 2018    Tags: , , ,
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While reviewing my draft statements, I noticed that some of the fees are listed in an order that doesn’t make sense. For example, a fee for document creation is listed after a fee for revising the document, so it looks like I reviewed the document before creating it. Is there a way to change that order or do I have to delete one transaction and enter it again so that it appears in the right order?   Read More...


Billing Q&A: Year-End A/R Report

November 2018    Tags: , ,
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Each year, my accountant asks for an Accounts Receivable report as of December 31st. What can I do to make sure I have that?   Read More...


We are having issues with users changing some of the information in the Client file that we do not want them to change. Is it possible to restrict the editing of these fields to only certain users?   Read More...


We recently migrated PracticeMaster to a new server. Now, when we run our ODBC queries, we receive a message that the table cannot be found. Why is this?   Read More...


I’m the bookkeeper with our firm. I’m looking for a better way to track the firm’s cash flow over a given period. Is there a report in GLS that can help with that?   Read More...


Our accountant wants a list of all outstanding checks posted from APS as part of our year-end procedures. Is there a report for this?   Read More...


We have transitioned to paying most of our bills online. How do we record those easily in APS?   Read More...


We are new to APS and need to print out 1099 Forms. However, when we try to print we get the message 'Nothing Printed'. What do I need to do to print my 1099 Forms?   Read More...


We have an old bank account that we no longer use. Unfortunately, deposit records are occasionally added to trust accounts using that bank account. Is there a way to prevent this from happening?   Read More...


I need to see all of the deposits made in the Trust Accounting software in the last month. How can I do this?   Read More...