Consultant eNews

Your clients will love these new features! The following enhancements were posted with Version 19.1.9.1136:

 PracticeMaster

• Added the option to change the Client ID assigned to work-in-process Fee and Cost records.
  • When changing the Client ID, you have the option to update the Rate based on the selected client, automatically recalculating the Amount of the transaction.
  • The Change Client ID function can be accessed from the Take Actions group of the Quick Clicks pane, the Edit | Action menu, or from the right-click menu.
  • Changing the Client ID assigned to Journal records that have been converted to fees will also allow you to update the linked Fee records.
  • Multiple records can be reassigned at one time.
• Added the option to replicate Fee and Cost records, creating a duplicate of that transaction.
  • When selecting which client the transaction will be assigned to, you have the option to update the Rate based on the selected client, automatically recalculating the Amount of the transaction.
  • The Replicate function can be accessed from the Take Actions group of the Quick Clicks pane, the Edit | Action menu, or from the right-click menu.

For more information on new features, check out KB Article R11744, “Introduction to Version 19 Features.”