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The Tabs3 and PracticeMaster software provides a wide range of reports, as well as documentation resources to help you get the most out of reports. Information on reports can be found in many places, so where should you look first?   Read More...


People rely on their credit cards more and more to pay for things like clothes, medical procedures, and legal services.   Read More...


Platinum: Connections Explained

March 2019    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...


I normally only create PracticeMaster records for a single matter per Outlook email, but occasionally an email will apply to more than one matter. However, when I try to journal the email a second time, it opens the original journal record instead. Is there a way I can journal a single email to multiple matters?   Read More...


We redesigned the Recap of Hours for Version 19, and included it on the new PracticeMaster Dashboard. Want to see how you can take advantage of this great feature?   Read More...


We added a couple of new features to the Print Checks process in Version 19!   Read More...


The dates on statements are currently shown in MM/DD/YYYY format. Is there a way to spell the date out instead?   Read More...


I just discovered that there is a misspelling on a contact's last name. In the contact record, I am able to change the Full Name field to the correct spelling; however, I am unable to change the Contact ID. How can I correct this?   Read More...


At our office, our User IDs are based on our first initial and last name. Someone at our office recently got married and wants their User ID updated accordingly. However, we mistakenly created a new User ID with their new name instead of changing the existing one. As a result, they have Calendar entries in PracticeMaster belonging to both versions of their name. Is there a way to merge those?   Read More...


One of our clients wants certain words in their fee and cost descriptions to be in all caps. I always run the spell checker before saving my entries, but it appears as though it is ignoring anything entered in caps. How can I ensure that all-caps words are being spell checked?   Read More...


I want to see all journal entries that were entered on a certain date, regardless of their transaction date. Is there any report that will show this?   Read More...


We're looking at the reconciliation report current balance and comparing it to the current balance on the balance sheet. It matches this month, but didn't last month. Why is this?   Read More...


We have several recurring entries that we post each month. However, we are going to be skipping a single month for one of them. How can we keep one recurring entry from creating an invoice without deleting it?   Read More...


I need to review all of the costs that we advanced last month, and then determine if they are paid or not. Is there a report that I can run for this?   Read More...


I just ran some reports and realized that a payee’s name is incorrect. We need to change the name to the payee's legal name. How can this be accomplished?   Read More...


Is there any way to print out a duplicate stub when printing checks?   Read More...


Did you know that PracticeMaster has a new dashboard in Version 19? The dashboard makes it easy to see your calendar for the day, your upcoming tasks, and a quick recap of the time you entered.   Read More...


Did you know that if you use ProPay to process credit cards in Tabs3, you can now send a link to your clients so they can make a payment without you needing to get their credit card information? Once the payment is made by your client, you can then import those payment records into Tabs3 Billing.   Read More...