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.
This Watercooler session takes a look at Version 16 of Tabs3 and PracticeMaster (along with AP, GL, and Trust). Specifically, Outlook integration (This is HUGE); Changes to the Platnium Version (Formerly known as CSV); Sunset Issues (Things that go away in Version 16); and lots of cool, smaller changes that are going to make your life easier.
November’s Watercooler explores everything you’ll need to know to close your year in Tabs3 or the accounting software. We cover what journal entries will disappear, what checks to void (or else), how to make a historical backup, what reports to run, backing up the GL “client”, and where to find additional information.
In October, we look at what you SHOULD be doing every month. You’re re-indexing your files, right? in each program? And do you know what DFIC stands for?? If you don’t, then maybe you aren’t doing it. And how about an archive backup, and reports, and reconciliation? Well, you get the picture.
We also discuss how to filter data in PracticeMaster. Get right to what you need – active cases, a certain attorney, upcoming docket items – anything. If it’s in PracticeMaster, it can be filtered. We introduce you to this often overlooked concept.
September’s Watercooler addresses how your trial balance or reconciliation might get out of balance, where you’ll notice it, and how to work towards getting it back in balance. We also look at several options that will help you to move toward the elusive “paperless” office using document management.
Learn all there is to know about payment entry in Tabs3, specifically as it relates to integration with the General Ledger system. Learn how it’s setup, and just how specific you can get with the posting of GL information for each payment. We also cover the “sometimes necessary, yet always scary” task of resetting users – when to do it and when NOT to do it (and most importantly: how to do it). And as an extra bonus, Paul divulges his top secret method of numbering manual checks.