PracticeMaster Q&A: Synchronizing Archive Records to PracticeMaster

February 2019    Tags: ,

I was checking my worked hours for November in PracticeMaster and the numbers seemed really low. I looked in Tabs3 and there were a lot more hours there. Why doesn’t my Recap of Hours graph match Tabs3?

The Recap of Hours display in PracticeMaster will list all time stored in the fee file, based on transaction date. When statements are final billed and updated in Tabs3 Billing, fee records will be removed from PracticeMaster unless archived records are also being synchronized.

Synchronizing archived records may take a long time, so it is recommended that this process be done at the server if possible.

To synchronize archive records

  1. From the Maintenance menu, point to Integration and select Synchronize PM and Tabs3/TAS.
  2. Select the Perform Synchronization and prompt for a resolution to all conflicts check box.
  3. Select the Convert Tabs3 archive records to PracticeMaster fee and cost records check box
  4. Click Start Synchronization.

After this process is complete, the Recap of Hours display will match Tabs3 Billing for billable and non-billable hours.

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