If you need to report on fees, costs, or payments, the Transaction File List or Task Code Billing Report is your answer. Read More...
I created a new client a few weeks ago and added fees and costs. However, I was recently informed that this client should have been added as a matter to an existing client. Is there a way to change the Client ID so that it becomes a matter for the other client? Read More...
Is your desk cluttered with sticky notes, miscellaneous pieces of paper, and phone messages? Clear your work area, consolidate your notes, and link them to the appropriate clients and contacts by using the PracticeMaster Journal file! Read More...
Did you know that you can reverse write offs? Read More...
Do you use the PracticeMaster Matter Manager? Matter Manager presents client and contact information in one easy-to-read window. Emails, phone calls, client notes, documents, and more are organized so that you can see exactly what has been done for the matter and when. Read More...
How can I see which clients have their address set to Matter? Read More...
When I receive a single payment to apply toward multiple matters for a client, is there an easy way to apply it to each of the matters all at once? Read More...
I discovered that I wrote off the wrong amount for a client. Do I need to restore, or is there a way to more easily correct this? Read More...
We are preparing to perform our year-end procedures, but could you make any recommendations on what reports I should make sure that I run as part of those closing duties? Read More...
We had one of our clients go missing in the system and want to look into a backup from before they were deleted. How can we identify when a client was deleted? Read More...
We want to start sending out birthday cards to clients that have upcoming birthdays. Is there an easy way to see which clients have birthdays next month so we can start to prepare cards for them? Read More...
