PracticeMaster Q&A: Change Client ID

August 2019    Tags: Clients, Fees, PracticeMaster

I entered some fees under the wrong client. Now I need to move all of these fees to the right client and correct the rate and amounts. Is there an easy way to do this in PracticeMaster?

In Version 19, you can now use the Change Client ID utility to change fee and cost records. This process also has the option to update the rate and amount fields for the transactions.

To use Change Client ID to change the client, rate, and amount on fees

1. From the File menu, point to Open and select Client.
2. Select the client for which the fees were entered incorrectly.
3. From the Fee tab:
   1. Select all of the fees you need to change.
   2. In the Take Action group of the Quick Clicks pane, select Change Client ID.
   3. In the New Client ID field, select the Client ID to which you need to move the fees.
   4. Select the Update Rate and then calculate Amount check box.
   5. Click OK.