Robert Nutt
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Error - Cannot Reverse a bill allocated later
In the PM and PDM software one may encounter this warning message when endeavouring to reverse or reinstate a progress bill. Note here that it may not be apparent that the bill that you are trying...
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PM and PDM Mass Update Modules
In the Star Practice Management suite of software there are currently (at the time of publishing this article - February 2024) two separate routines for Mass Updating of items in the Star Database....
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How to avoid Job Locked Warning Message on WIP transfer within a bill
The video below will show how to avoid the Job Locked by self user warning message when attempting to WIP transfer from within PM to a job/project/engagement already included in the draft invoice.
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Showing how a bad debt adjustment cancels out an AR Provision
This video, created using the PDM User Interface, shows how a bad debt adjustment automatically cancels out an AR Provision. The principals are the same and can be achieved in the PM User Interfa...
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How to create PTO Enrolments for Active or Inactive Staff
This video will walk you through the steps for adding enrolment for Active staff and also Staff that currently inactive and will become active in the near future. Notice that the video is created...
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How to save a layout on a PM Grid
The below video shows how to save a default layout on a PM Grid. This will become the default for the staff member who is making the change, it should not affect the Firm's standard layout unless ...
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How to create a cross client bill using Future Bill Module
The below video shows how to create a cross client bill using the Consolidated Job future billing module. The video was created using PDM, but the instructions will work exactly the same when usin...
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How to allocate the Job and Nominal Splits on Zero Bills
If one creates a zero bill that includes more than one job and the totals sum to zero the software will not always close off the components on each job. See scenario below: Job 1 Fee amount ...
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How to update time entries retroactively/retrospectively when staff charge rate changes
The below video will assist you to update WIP values. Please note you will only be able to update WIP that has not been billed or partially billed. Additional information: If you do not find t...