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Author: Dawn Bevans


Platinum: All About Connections

September 2023    Tags:
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When determining the best Platinum license for your firm, whether you are looking into a first-time purchase or upgrading, you must take into consideration the required overhead connections that are necessary. But what exactly are overhead connections? We’re glad you asked!   Read More...


Are you ready to update to Version 2023? Check out all of the new features that are available in the What’s New in Version 2023 video!   Read More...


Is it possible to change the order in which fees appear on a statement?   Read More...


We recently began journaling emails from clients into PracticeMaster. I have a large number of them from a specific client, and adding them one at a time will take longer than I’d like. Is there a way to journal multiple emails at one time?   Read More...


Is it possible to combine multiple Trust checks into a single transaction to make the reconciliation process easier?   Read More...


Accounts Payable Q&A: Electronic Refund

September 2023    Tags: ,
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We sent a refund for a client as a bank transfer, rather than writing a check. How can we record this in Accounts Payable?   Read More...