Spotlight: Change Client Options

October 2019    Tags: ,
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Do you need to make a change that affects multiple clients or matters? Do you want to save time by changing clients all at once instead of one at a time? Use the Change Client Options program!   Read More...


I represent an insurance company with over 80 active matters. This company is now requiring fee descriptions to not exceed 300 characters. Is there a way to put a character limit on fees for a single client?   Read More...


Billing Q&A: Transfer Transactions

October 2019    Tags: , ,
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I entered several fees, only to discover that I entered them for the wrong matter. Is there an easy way to move these to the correct matter without having to delete and reenter all of them?   Read More...


When I’m journaling emails from Outlook, the Client and Contact fields sometimes populate a value and sometimes don’t. What determines when those will have a default value or not?   Read More...


In Version 19, the Apply Payments to Multiple Matters feature has been enhanced to provide greater control when allocating payments among multiple matters for the same client!   Read More...


Did you know that you can write all matters for a client up or down at the same time?   Read More...


I set up split billing for two clients where each party is billed 50%. It is configured to split the hours and then calculate the amount; However, I did not realize that the clients had different rates, so now the amounts do not match. Is there any way to make the amounts due even?   Read More...


Our firm wants to use the Miscellaneous Lines in Client Information to hold additional information but we do not want to them to show on statements. How do we accomplish this?   Read More...


PracticeMaster Q&A: Change Client ID

August 2019    Tags: , ,
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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?   Read More...


We have a client that we have been working with for a long time. He has another matter for us, but his Client ID has maxed out at 402.99. Is there any way for me to extend the decimal side of his Client ID so we don’t have to create a new client number for this client?   Read More...


You meet up with a client away from the office, they want to write a check for what they owe, but you don’t have the balance due with you. What do you do? Simply log in to Tabs3 Connect, and have the amount in a matter of seconds!   Read More...


Quick Tip: Change Client ID

June 2019    Tags: , , ,
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In most data entry files, like the Journal, Document Management, and Calendar files, you can easily change the Client ID by opening a record and changing it or via the Change Client ID feature. However, before now, there wasn’t a way to change the Client ID for a fee or cost in PracticeMaster without deleting the record and starting over. We recently enhanced Version 19 (19.1.9.1136) so that you can now use the Change Client ID feature in the PracticeMaster Fee and Cost files!   Read More...


We received a refund for a cost we paid on behalf of a client. How do we credit that money back to our client, and what if they’ve already paid us for it?   Read More...


I need to make some edits in the Client File, and am using the Client List to see which clients need the changes. Is there any way I can view the Client List alongside the Client Information window so I don’t have to jump between the two windows?   Read More...


I made a client funds deposit into the wrong client matter by mistake. How can I transfer the funds to the correct matter?   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...


I want the next billing for a client to show the total fees for all of his matters equal to a specific value. Is there a way that we can do this just once?   Read More...