Did you know that the language used on statements can be customized? The Terminology tab of the Statement Customization program provides 77 terms that can be changed – including the Amount column, which is new for Version 19. Read More...
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...
Did you know that PracticeMaster integrates with several third-party programs? This integration provides the ability to add emails to PracticeMaster as Journal records and documents as Document Management records. Fee and Calendar records can be also be added or edited. Read More...
If you use the Convert to Fee feature, customizing your Convert to Fee Settings can be a time saver! Read More...
We added a couple of new features to the Print Checks process in Version 19! Read More...
Did you know that you can set a timekeeper’s rate to change as of a specific date? This means that the software will automatically apply the correct rate based on the fee’s date, allowing you to continue entering time like normal. Read More...
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...
Do you sometimes forget how to access programs or reports in the software that you only use occasionally? Use the Quick Launch in Version 19 to find what you need! Read More...
Did you know that you can press Ctrl+Shift+F to open the Fee file and Ctrl+M to open the Matter Manager or Client Manager? Most people are aware of standard keystrokes, such as Ctrl+S to Save, Ctrl+C to Copy, Ctrl+V to Paste, etc. However, there are many more shortcuts to help save time in Tabs3 and PracticeMaster without your hands leaving the keyboard! Read More...
Did you know that you can easily access several resources, besides Help files, from the Help menu in the software? Read More...
Did you know that you can change your view to see either more fields or fewer fields in certain files? Read More...
Did you know that you can easily copy records in PracticeMaster using the Replicate feature? Replicating a record adds a new record that uses most, if not all, of the information from an existing record as a basis for the new record. Read More...
It is sometimes necessary to run a report or generate statements for certain clients but not others. This can easily be accomplished without rerunning the report or statement multiple times for each separate client range. Read More...
Tabs3 and PracticeMaster software provides context-sensitive help, but exactly what does that mean? Read More...
When you need to send a statement to two different parties, what do you do? With Tabs3 Billing, you can automatically generate a duplicate statement by adding an Additional Bill To Address. Read More...
You have a special font you downloaded for your firm to use for statements and reports. Although you print some statements and reports, you also e-mail PDFs of statements and reports to certain clients and third parties. However, did you know that that if the e-mail recipient doesn’t have that font installed, the font will be replaced by a different one? Read More...
Did you know that you can set up your General Ledger Software (GLS) accounts in an alternate order for reporting purposes? This can be particularly useful when you need to subtotal accounts in more than one way. Read More...
Did you know that envelopes can automatically be printed for each statement generated using the client’s Bill To address? Read More...
Did you know that you can print a check directly from the Invoice/Manual Check window in Accounts Payable Software (APS) and the Trust Transactions window in Trust Accounting Software (TAS)? Read More...
When previewing reports, you always get the best formatted view of the information for reading. However, when saving a report to an .html or .txt file, you may see different formatting or missing text. So how do you get better output? Read More...
