What accounting systems does Practice Matrix v3 work with?

In a similar manner to Salesmatrix, PractiecMatrix can work with any accounting system that has an ODBC driver.

As part of the installation we will assist you with creating the extraction scripts from your system to get the data you require for analysis into PracticeMatrix

How do I get extra categories into the client dimension so that I can take advantage of Quadrant analysis?

You will possibly need to talk to your software consultant, or to the Salesmatrix support team to find out what cutomer categories are available in your accounting software. In some software systems there are many custom categories stored. If the category information is not stored in your current system the categories can be entered manually or created using the assessment tool. Call Salesmatrix for a quote on getting a script written for your requirements.

How can I change the colours in the Row and Column Graphs?

If you right-click on the graph you will get a host of new options that will let you modify the graph colours, axis details etc. Also included in the installation is a help file describing the details. Once you have a graph set up, this can be stored as 'default.oc2' and it will be used in future graph displays.

One of our Practice Partners is leaving. Can PracticeMatrix assist in assessing partial WIP, and assessing value of the clients he will take? 

Can I analyse my Staff Costs?

Yes, if the costs are stored in your current system then they can be imported into PracticeMatrix. If not PracticeMatrix includes a handy utility for creating staff cost data against each timesheet entry, and so accurate profitability values assessed.

Will PracticeMatrix work on Terminal Server?

Yes, we have a number of users deploying our Matrix series software in this environment. Please contact Support at Salesmatrix if you have any specific queries regarding this environment.