Video of the Month: Converting Records to Fees

December 2017    Tags: Calendar, Convert to Fee, Fees, PM Journal, PM Matter Manager, Resources, Timers

Did you know that you can convert calendar, e-mail, note, phone, research, timer, and document records into fees? This allows you to easily bill your client for the time spent on their matter.

The Converting Records to Billable Fees video shows you how to convert records to fees via the Matter Manager, Calendar and Journal file, and the Process Timer Records utility. Additionally, this video walks you through the Convert to Fee Settings, which allow you to specify default settings to be used (e.g., Tcode, Minimum Time to Bill, etc.) for each type of record.

Watch this eight-minute video here:

Training Videos can be accessed 24 hours a day, 7 days a week, at Tabs3.com/videos. You can also access Training Videos while in the software by selecting Help | Documentation and then clicking the See also link for Tabs3 and PracticeMaster Training Videos.