Did you know that there are several files throughout the software in which you can mark people or accounts as inactive? Selecting the Inactive check box provides the ability to keep the associated history, but removes the ability to accidentally add associated records.   Read More...


Invoices are occasionally entered for old vendors that aren’t used anymore, and we don’t always catch the mistake in time. Is there an alternative to deleting old vendors? We need to keep the vendors’ history.   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...


We have a new user that is creating fee records from Outlook e-mails. When she converts an e-mail to a fee, the default Timekeeper is inactive and she has to change it every time. How can we change the default timekeeper when converting e-mails to fees?   Read More...


Is there a way to print out the list of accounts without the inactive accounts?   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...