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!
August 26, 2019 2:00 pm (EST)
Learn how to reassign calendar and journal entries and how to protect a document in PracticeMaster
Complete the form below to register:
Join Paul and Mary Jo on Monday, August 26th at 2:00 pm ET as they explore reassigning user ID’s and protecting documents.
Have you ever had a document stored in PracticeMaster that you wanted to make sure no one else was able to change? Mary Jo will demonstrate how to use the “Protect” feature in PracticeMaster’s document management screen to mark a file so that no one else is able to alter it.
Paul will look at what to do when you need to re-assign all entries (journal, calendar, etc.) from one user to another and discuss the ramifications.
This month we look at reconciling a Bank Account – what can go right and what can go wrong. We also look at making mass changes to your data by Changing WIP Transactions or Transferring Transactions between Clients.