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!
September 30, 2019 2:00 pm (EST)
Learn how to attach documents to emails and verify document records in PracticeMaster
Complete the form below to register:
Join Paul and Mary Jo on Monday, September 30th at 2:00 pm ET as they tackle attaching documents to emails as well as the Verify Documents program.
Have you ever needed to attach a document that’s stored in PracticeMaster to an email? Mary Jo will cover all the different ways that you can accomplish this.
Paul will dig into the Verify Documents program, explain how it works, and talk when you might need to use it.
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.
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.