Did you know that you can write all matters for a client up or down at the same time? Read More...
Statement comments provide the ability to add internal notes to fee, cost, client funds, and payment transactions that will be shown on draft statements, but not on final statements. Additionally, statement comments are included on the Fee and Cost Verification Lists, Detail Work-in-Process Report, and optionally on the Transaction File List and Task Code Billing Report (new for Version 19.1.10.1180). Read More...
A new look, faster processing time, and better reporting – Data File Integrity Check (DFIC) has been updated for Version 19! Read More...
Are you taking full advantage of the PracticeMaster Quick Clicks Pane? The Quick Clicks pane provides single-click access to a variety of features that will help you navigate your data files, including many of your common activities. Read More...
People rely on their credit cards more and more to pay for things like clothes, medical procedures, and legal services. Read More...
Fees can occasionally be entered in an order that may be confusing on a statement. For example, when the statement is printed out, it might look like you reviewed a document before writing the first draft! In Version 19, you can use the Reorder Fees utility to change the order in which fees with the same date are displayed on a single statement. Read More...
If you’ve updated to Version 19, then you’re familiar with the new look. But did you know that you can customize it? Read More...
