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 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 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 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...
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...
