Did you know that you can now run your Accounts Receivable Reports for historical data? We recently added an option to the Detail and Summary Accounts Receivable Reports for Version 19 Platinum systems that will print accounts receivable balances as of a specific date.   Read More...


KB Corner: Security Resources

June 2019    Tags: ,
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Making sure your data is secure is top priority. To help you with this, we have a resource that has everything you need in one place.   Read More...


A new look, faster processing time, and better reporting – Data File Integrity Check (DFIC) has been updated for Version 19!   Read More...


You meet up with a client away from the office, they want to write a check for what they owe, but you don’t have the balance due with you. What do you do? Simply log in to Tabs3 Connect, and have the amount in a matter of seconds!   Read More...


We use the People tab in the Client file to store information for witnesses. However, I have to create a People record every time I add a new witness to the Contact file. Is there any way to do that automatically?   Read More...


Do you want to get paid faster? Get paid quickly and securely by providing an online payment option to your clients!   Read More...


Quick Tip: Change Client ID

June 2019    Tags: , , ,
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In most data entry files, like the Journal, Document Management, and Calendar files, you can easily change the Client ID by opening a record and changing it or via the Change Client ID feature. However, before now, there wasn’t a way to change the Client ID for a fee or cost in PracticeMaster without deleting the record and starting over. We recently enhanced Version 19 (19.1.9.1136) so that you can now use the Change Client ID feature in the PracticeMaster Fee and Cost files!   Read More...


We received a refund for a cost we paid on behalf of a client. How do we credit that money back to our client, and what if they’ve already paid us for it?   Read More...


I need to make some edits in the Client File, and am using the Client List to see which clients need the changes. Is there any way I can view the Client List alongside the Client Information window so I don’t have to jump between the two windows?   Read More...


We had an issue with our Email server and our last batch of email statements sent from Tabs3 did not go out. How can we resend the email statements out again since they no longer show up in the Email Statements window in Tabs3?   Read More...


I want to add comments/notes about a transaction in the description field and have it print on reports and draft statements, but not on a final statement. Is there a way to accomplish this?   Read More...


Billing Q&A: Tabs3 Timer Options

June 2019    Tags: ,
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The attorneys at our firm use the timer in the Tabs3 fee entry window to track how long they have been on specific tasks for their clients. We recently changed our policy to charge by the quarter hour for each task, rather than charging the actual time. However, when an attorney uses the timer, the actual time is added to the hours. Is there any way to automatically round up to the quarter hour?   Read More...


When running the PracticeMaster Conflict of Interest Search, sometimes I get a hit on a fee or cost, but it displays “This is a secure record” instead of the results. I checked one of the transactions, and the associated client is not a secure client. Why is this happening?   Read More...


In the Client file, is there any way to have a tab for just journaled emails?   Read More...


I have created a non-column report through PracticeMaster’s Report Writer for Birthdays that shows the client name and address in standard format as well as their date of birth to the right. However, for addresses that don’t have a second address line, there is a gap on my report. Is there a way for it to not print the space if there is nothing in Address Line 2?   Read More...


I use the Document Search function in PracticeMaster to look for desired content within our saved documents. But I don’t always find what I want, due to misspellings or words having different usages than I was expecting. Is there anything I can do to make my searches more complete?   Read More...


We only have a few generic document types that my predecessor set up. How can I add more document types of my own so that I can better organize records?   Read More...