KB Corner: Tracking Check Requests

April 2026    Tags: Accounts Payable, PracticeMaster, Resources, Trust Accounting

Did you know that you can create Accounts Payable or Trust check requests in PracticeMaster? When a check is requested, a badge is shown in multiple places, alerting the reviewer that checks are awaiting approval. Once approved, another badge is shown, indicating it has been approved. Creating an associated invoice or trust transaction can then be done from the Check Requests list or from the Check Request Information window in AP or Trust.

Knowledge Base Article R11923, “Tracking Check Requests,” discusses the process of adding and reviewing requests for reimbursement using the Check Request feature, as well as provides troubleshooting steps and frequently asked questions.

Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”