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. You can also typically choose whether or not you want to include inactive people or accounts on lookup windows and reports.
Records in the following files can be marked as inactive:
- System Configuration – User file
- Tabs3 Billing – Client, Contact, and Timekeeper files
- PracticeMaster – Client and Contact files
- General Ledger Software (GLS) – Chart of Accounts file
- Accounts Payable Software (APS) – Vendor Information and Bank Account Entry files
- Trust Accounting Software (TAS) – Contact and Bank Account files (Note: Clients must be marked as inactive in Tabs3 Billing)
For more information on marking files inactive, press F1 to open the Help, enter “inactive” on the Index tab, and select the desired topic.
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.
Tabs3 Billing
In Tabs3 Billing, you can include or exclude inactive clients from the Client Lookup window, reports, and statements.
- Client Lookup window – Select or clear the Show Inactive check box in the lookup window.
- Reports and Statements – On the Client tab of reports and statements, select a Status of Specific, and then click the Select Status button. Select Active or Inactive.
PracticeMaster
In PracticeMaster, you can include or exclude inactive clients from the List tab of any file, the Client Lookup window, the Client Inactivity Report, and Report Writer Reports.
- List tab and lookup windows:
- Client file and Client Lookup windows – To show only active clients, click Active Only in the Client List section of the Quick Clicks pane. To show only inactive clients, you can add a filter using an expression of “Inactive = 1”.
- All other files – Filters to show only active or inactive clients can be added to any file that includes the Client ID field. To show only records with active clients, you can add a filter using an expression of “Client_ID:Inactive = 0”. To show only inactive clients, you can add a filter using an expression of “Client_ID:Inactive = 1”.
- Reports:
- Client Inactivity Report – On the Client tab of the Client Inactivity Report, select a Status of Specific, and then click the Select Status button. Select Active or Inactive.
- Report Writer Reports – An expression can be added to the Filter tab of any Report Writer Report. To show only records with active clients, you can add a filter using an expression of “Client_ID:Inactive = 0”. To show only inactive clients, you can add a filter using an expression of “Client_ID:Inactive = 1”.
