The information in this article applies to:
Drill-down capabilities offer you the ability to quickly access data from different areas of the software thus providing a convenient method for reviewing detailed information as well as editing it.
There are various areas in the software where drill-down capabilities exist.
This article includes which reports include drill-down capabilities and which fields and files can be accessed using the built-in drill-down features for each Tabs3 and PracticeMaster software programs:
The PracticeMaster Preview window includes drill-down capabilities for the following reports:
PracticeMaster's Client Manager has drill-down capabilities. Clicking the 
button opens the Client File Editor window allowing you to add, change, or
delete information for the client. The Tabs3 button
can be used to switch to the Tabs3 Client Manager allowing you to view
current accounts receivable and work-in-process
totals as well as quickly drill down to the detail Fee, Cost, Payment, and
Client Funds transactions.
The Tabs3 Preview window has drill-down capabilities for the following reports allowing you to drill down to the transaction file or the client file.
For example, if you preview a draft statement and want to edit a transaction, simply click on the transaction. Likewise, if you want to edit the client information, simply click on the Client ID.
Note: With draft statements, transaction drill-down functionality is dependent on the statement template settings. Transactions must be displayed as individual line items for drilldown to be available.
The Tabs3 Client Manager has drill-down capabilities for Fee, Cost,
Payment and Client Funds transactions. Clicking the associated buttons on the
Client Manager window displays a lookup window allowing you to view a list of
work-in-process transactions. Double-clicking a transaction displays a data
entry window allowing you to review or edit the transaction. Clicking the New
button in the lookup window allows you to add a new transaction. You can also
access the Client Information file by clicking the
button next to the
Client ID. The PracticeMaster button can be used to switch to the
PracticeMaster Client Manager allowing you to view current client information,
start a timer or easily access other PracticeMaster functions.
The Recap button in the Fee Entry window can be used to display the Recap of Hours window that shows the total number of billable and non-billable hours for the selected date and timekeeper. You can quickly drill down to the individual transactions for easy review and editing.
A list of records can optionally be displayed at the bottom of the Fee, Cost, Payment, and Client Funds data entry programs. Double-clicking a transaction in these lists automatically retrieves that transaction in the data entry window allowing you to review, edit or delete the transaction.
The Tabs3 Remote Preview window has drill-down capabilities for the following reports allowing you to drill down to the transaction file.
The GLS Preview window has drill-down capabilities for the following reports allowing you to drill down to the journal entry file, chart of accounts file, journal file or department file.
A list of journal entry records can optionally be displayed at the bottom of the GLS Journal Entry data entry program. Double-clicking a journal entry in the list automatically retrieves that journal entry in the data entry window allowing you to review, edit or delete the journal entry.
The APS Preview window has drill-down capabilities for the following reports allowing you to drill down to the bank account file, invoice/manual check file, recurring entry file, or vendor file.
A list of invoices/manual checks can optionally be displayed at the bottom of the APS Invoice/Manual Check Entry data entry program. Double-clicking a transaction in the list automatically retrieves that transaction in the data entry window allowing you to review, edit or delete the transaction.
The TAS Preview window has drill-down capabilities for the following reports allowing you to drill down to the bank account file, trust account file, trust transaction file, payee file, or attorney file.
A list of trust transactions can optionally be displayed at the bottom of the Trust Transaction data entry program. Double-clicking a transaction in the list automatically retrieves that transaction in the data entry window allowing you to review, edit or delete the transaction.
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