You just accepted a client who requires that you start using Task Codes. What needs to be set up, and how does Task Based Billing work? Throw in Taskbill, which may be required if a third party will process the bills, and you may not know where to begin or how it all fits together. Read More...
Did you know that you can print a Memo line on Accounts Payable Software (APS) checks? Although you can enter text in the Memo field of your invoices, you must be using Check Layout L1572 with the option to print the Memo field selected in order for memos to be printed on your checks. Read More...
The Data File Integrity Check (DFIC) and Archive File Integrity Check (AFIC) are important tools used to test data files for valid information and structure. Read More...
Did you know that you can access your client’s billing summary, documents, journal records, and Area of Practice (AOP) files via Tabs3 Connect? Read More...
We’re excited to announce that we now offer a new Tabs3 Connect subscription plan that allows firms with just PracticeMaster Platinum to access Tabs3 Connect, the best way for attorneys to review matter information and their firm’s calendar anywhere they can connect to the internet. Read More...
When I change the Client Name field, I can no longer pull them up by typing their name into any Client lookup fields. Why is this, and how can I fix it? Read More...
If you use PracticeMaster, do you use Quick Clicks? The Quick Clicks pane contains groups of links that allow you to customize your view, and provides access to many other features. Read More...