Purge with Purpose 3E Billing Utilities You Should Be UsingStill manually cleaning WIP? You might be ignoring the most powerful utilities in your toolkit. Clean WIP EfficientlyUse the Purge Detail utility to bulk remove time, cost, or charge entries by matter, date...
Withholding Tax in 3E: From Setup to Settlement Discover how 3E handles withholding tax across both billing and AP – complete with real-world global use cases. What is Withholding Tax? Withholding Tax (WHT) is a mandatory deduction from a payment (usually a...
Billing Smarter in 3E: MasteringOverrides for Maximum Impact i 3 Table Of Content Flat / Fixed Fee Billing Pro Tip: Control Flat Fee Reversals and Credits with Targeted Override Settings Flat fee arrangements often require special handling when things go wrong –...
Best Practices for Data Migration Ensuring a seamless data migration process, particularly when transitioning from legacy systems Define Clear Objectives Identify the purpose of the migration and what data needs to be moved, transformed, or archived to meet business...
Questions to Ask Before Choosing Practice Management Software Functionality & Features Does the system support matter and case management, including document automation and task tracking? How does the system handle billing and time tracking, and can it accommodate...
