PracticeMaster Virtual User Group Meetings
Every month (usually on the last Monday) Paul Purdue and Mary Jo Boyd lead this fast-paced, informative, and interactive forum where you can ask questions or just learn from the group. Paul and Mary Jo announce their pre-selected topics in an email that’s broadcast the Thursday prior to the session. You can login to the session live, ask questions, and interact with the attendees, or you may “attend” by simply playing back the recorded session. Enjoy!
June 24, 2019 2:00 pm (EST)
Learn how to move and replicate fees – straight from PracticeMaster
Complete the form below to register:
Join Paul and Mary Jo on Monday, June 24th at 2:00 pm ET as they tackle enhancements to fees in PracticeMaster.
Have you ever wanted to move a fee transaction that you entered in PracticeMaster, only to find that you can’t move a fee transaction to a different matter in PracticeMaster (you have to go to Tabs3)? Well, surprise – now you can! Mary Jo will demonstrate this new functionality.
Paul will look at another new fee related PracticeMaster feature: the ability to “Replicate” a fee transaction.
In June, we look at a topic that everyone loves: Time. Specifically: the many ways to enter it in PracticeMaster. Attorneys and Paralegals love it because there are so many ways to enter time in PracticeMaster that we can always find a way that they will love. And the people in billing love it because then the attorneys and paralegals aren’t in Tabs!!
In May, we look at that ever popular topic: unapplied payments. OK, so it’s only popular because people hate them – perhaps we can change that. We discuss why they occur, and how to deal with them in both Tabs3 and GL. We also look at one of our more recent “Best Practices” for PracticeMaster: the People Tab. It’s a new way to very easily tag people to specific roles for specific matters.
In April, we talk about that pesky problem of assigning a unique “check number” to each electronic (manual) transaction that’s entered into Accounts Payable. We also look at how you can limit who sees (and can alter or delete) another timekeeper’s time – a hidden gem that’s been there for a long time but is rarely used. And Paul, the king of anal retentive task management gives his latest tip on calculating alarms.
December’s watercooler starts looking at Version 16 changes for PracticeMaster and Tabs3. We look at PracticeMaster’s new organizational contact records, how Exchange integrates with V16 and what is different, and Emailing statements from Tabs3.
This month, we again take a look at what’s coming in version 16 of Tabs3 and PracticeMaster (along with AP, GL, and Trust). Paul discusses the Matter Manager in PracticeMaster and Mary Jo identifies accounting related features in Tabs3, specifically relating to Client Funds.