Skip to main content

Practice Management

Guides and Solutions to manage client data, workflow, billing, and compliance.

127 articles
Practice Management: Add new holidays
Practice Management: Audit Setup to track changes in PM
Practice Management: Bulk Correspondense
Practice Management: Bulk update or supersede of Manager, Partners, and Department
Practice Management: Clear System and User Settings
Practice Management: Cloud Services F.A.Q.
Practice Management: Create a new milestone for an internal matter
Practice Management: Create a Training or Testing Database for APS Practice Management
Practice Management: Create mail merge letters to send to a group
Practice Management: Delete a credit note
Practice Management: Delete a duplicate disbursement batch
Practice Management: Disbursement showing differences in the Reconciliation report
Practice Management: Duplicate the Custom View by JOE Rights profiles or by Fee Earners
Practice Management: Filter out terminated clients from list
Practice Management: Generate an audit report
Practice Management: How to check if Cloud Synchronisation Services are installed and running
Practice Management: Import Disbursements from an Excel Sheet
Practice Management: InfoTrack change
Practice Management: Invoice and Statement Customisations
Practice Management: Multi-Factor Authentication (MFA) Setups and Frequently Asked Questions
Practice Management: Quick Word Merge not displaying cover letter information after the PM 11.3.5 upgrade
Practice Management: Remove rights to Add Client in Central Console?
Practice Management: Reset an APS user profile in PM
Pratice Management: Reverse or remove a receipt posted to the wrong client
Practice Management: Running Debtors Integrity check, and X is on OI Debtors Allocation Integrity
Practice Management: Security Model
Practice Management: Setup SMTP for Bulk Emailing
Practice Management: Terminate a client from APS
Practice Management: The APS folders that should be exempted from the anti-virus scanner
Practice Management: The Central Console window does not appear upon opening
Practice Management: The Datasheet option appears greyed out in Standard Reporting
Practice Management: The updated milestones in the Workflow template are not showing in Timesheets
Practice Management: Unable to view or apply budgets
Practice Management: Update email template for clients to send invoices and statements
Practice Management: Update milestone name
Practice Management: Use TELNET Command to check the SMTP connectivity
Practice Management: Cloud Services Password Attempts Exceeded
Practice Management: Edit an Approved Expense Entry
Practice Management: Modify Invoice Due Dates
Practice Management: Update your APS Cloud products
Practice Management: Create a report that shows the invoices that have been sent through bulk email?
Practice Management: Unable to exclude inactive rates in the Rate Matrix report

Practice Management Errors

Practice Management: Cloud timesheet timeout issue
Practice Management: Error: 'Error-LoadAddIns Unable to cast COM Object' in Central Console after installing Windows update
Practice Management: Error: 'Invalid correspondence item...Layout file is missing or Invalid'
Practice Management: Error: Logging Week This week is logged out. But the log is invalid. Please contact System Administrator when opening a timesheet
Practice Management: Error: Invalid Email VALIDATION ERROR
Practice Management: Error: 'Object variable...number 91' appears when posting fees
Practice Management: Error: Export to Excel 'Advance Datasheet Number: 91 Source: ExportToExcel <- aADatasheet'
Practice Management: Error: The Advance Database Administrator has not set up a user account for the Windows login...
Practice Management: Error: 'Cannot call friend function' when opening desktop timesheets
Practice Management: Error occurs when doing a Quick Word Merge
Practice Management: Error 'Unable to obtain timesheet lock. You will only be able to view the timesheets'
Practice Management: Error: 'ODBC SQL Server Driver][SQL Server]Conversion failed when converting date and/or time from character string'
Practice Management: Error: 'Object cannot be cast from DBNull to other types when opening Central console'
Practice Management: Error: 'Unable to update license information to database. File not Found'
Practice Management: Infotrack error: An error occurred creating the search for the user
Practice Management: Error: 'Invalid Use of Null' appears when opening contacts and the matters for the Client do not load
Practice Management: Error: ODBC--connection to 'aps_dsql' failed finding Server Version.
Practice Management: Error: 'Error showing preview panes'
Practice Management: Error: 'An unexpected error has occurred and the console will exit... invoke or BeginInvoke cannot be called on a control until the window handle has been called' occurs when opening/previewing an invoice
Practice Management: Error: Fee Spy - 'Only Invoices can be credited' when trying to Fee Spy Credit an invoice
Practice Management: When a user presses the (i) button to bring up the Unextracted WIP, the APS Application appears to freeze
Practice Management: Error: You do not have permission to add time to this matter'
Practice Management: You are currently working offline in PM
Practice Management Error: 'This week is logged out (1863), when opening a Desktop Timesheet'
Practice Management: Errors: 'Advance Debtors Invalid use of Null'
Practice Management Errors: 'Only Invoices can be credited'
Practice Management: Manual Allocation Error
Practice Management: Error: 'Type mismatch Error 13'
Practice Management: 'Unable to display the preview panes. Correspondence SMTP configuration settings are missing or invalid'
Practice Management: Error: 'Unable to open Central Console - Authentication Method Issue'
Practice Management: Unable to connect to database due to ‘Database Connection’ message appearing clicking the APS shortcut
Practice Management: New rate groups or changes to Fee Earner rate description are not flowing through to cloud timesheets
Practice Management: Error: System Error &H8000FFFF
Practice Management: Unable to open Attribute Console 'Execute Unable to establish a connection to application 'aAAttribEdit.advStartApp' (COM)'
Practice Management: ERROR (0) when crediting a fee via Fee Spy
Practice Management: Invalid connection string in pass‑through query
Practice Management: Run-time error '6' Overflow
Practice Management: Length cannot be less than zero