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...


Video of the Month: Pre-Bill Tracking

December 2018    Tags: , ,
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Do you struggle with keeping track of where all of your pre-bills are at in the review process? Pre-Bill tracking makes it easy to track the progress of your billing cycle.   Read More...


Spotlight: Matter Manager

November 2018    Tags: , ,
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Do you use 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...


If you’re not already using client funds, you may be wondering how to set it up and start using it.   Read More...


When you need to send a statement to two different parties, what do you do? With Tabs3 Billing, you can automatically generate a duplicate statement by adding an Additional Bill To Address.   Read More...


Is it time to review billing rates? The Client Rate Report allows you print a list of clients, along with their default billing rates.   Read More...


Do you need a report that shows one or more clients’ billing histories, as well as a way to track the client’s balances due? Look no further than the Client Ledger Report!   Read More...


Occasionally, transactions may accidentally be entered for the wrong client. If there are only a couple, it’s easy to just delete them and reenter them for the correct client. However, when there are many transactions, what can you do? Use the Transfer A/R and Transactions utility in Tabs3!   Read More...


There are several ways to customize how you store data in PracticeMaster. When you need a way to add multiple records of the same type for your client, Common Client Related Files are a great way to go!   Read More...


Whenever we add new clients, we always add the contact record first, during their consult. Is there a way to assign the “Client” Contact Category to a contact record every time a client is added?   Read More...


Matter mode is a special status for the address on the Address tab of the Client file that allows the address to be used for that matter only and not be shared by other matters for the same client. But what does this mean, and when should you use Matter Mode?   Read More...


If you mark clients as Inactive, you likely do not want to see them most of the time. In both Tabs3 Billing and PracticeMaster, you can use filters to include or exclude inactive clients.   Read More...