PracticePanther Release Notes

Archiving Inactive Bank Accounts and Credit Cards

• You can now archive bank accounts that are no longer in use. Archiving helps you keep your account list organized by hiding inactive accounts from being utilized while preserving their historical data for reporting and reconciliation purposes. Archived accounts can be unarchived at any time, if needed.

Transferring Account Balances Across Contacts

• You can now edit both the Contact and Matter when transferring funds, making it easier to correct or redirect payments without needing to create separate deposit and withdrawal payments. This is especially useful if you selected the wrong contact on the original payment or if a matter’s linked contact has changed.

AR Aging Reports

• We’ve expanded the filter options on the AR Aging by Contact and AR Aging by Matter reports, giving you more ways to customize and refine your report output to match your firm’s specific needs.

Productivity Report

• The Productivity report now includes details on Billable hours, Non-Billable hours and Total hours for the selected date range - making it easier to view key insights in addition to your Billed hours.

Release highlights

Enhanced experience for a faster and more flexible check printing process! This week's release features a new update that simplifies the way you manage and print checks directly within PracticePanther.

• Additional filter options: Quickly narrow your search to the relevant check payments
• Streamlined print queue management: Easily add or remove payments from your print queue, ensuring only the right checks are printed

Learn more about the new check printing view in our Help Center!

New Payments Grid

The Payments grid has been redesigned to offer you greater flexibility in searching and filtering across your firm's payments. You can tailor your view to easily find and organize payments across your firm’s accounts.

Key Enhancements:

• Amount Filter - Easily filter payments above, below, or within a specific Payment Amount ($) range
• Saved Reports - Save and quickly access key payment views for streamlined tracking

New Account Ledgers

With the introduction of Credit Card Accounts, Bank Accounts are now simply called Accounts, which can include both Credit Card Accounts and Bank Accounts.
Account Ledgers have been refreshed with an updated design, offering a simple and clean experience. This helps you stay organized and gain complete visibility into your account details with ease.

Key Enhancements:

• Streamlined Reconciliation - Mark your transactions as reconciled quickly and easily
• Improved Filtering - Find your transactions in a snap with additional filtering options

Credit Card Accounts

Easily manage and accurately track your matter-related credit card expenses.

Key Enhancements:

• Accurate Expense Tracking - Track your hard cost expenses paid with your credit card for accurate and transparent bookkeeping
• Pay Balance - Record your credit card payments directly from your operating account

You can track payments and hard cost expenses made with your credit card and also record any credit card balance paydowns made from your operating account.

General

'Withdrawal' has replaced 'Take Money Out' to improve financial clarity in Payments flows.

Enhanced eSignature Flexibility

• Cancel – Made a typo or forgot a field after sending a request? No worries! Now, you can simply hit "Cancel" to withdraw the eSignature request and notify the recipient.
• Resend – No more worrying that your client missed your signature request. Easily resend the request with just a click to give them a fresh reminder.
• Select Contacts – You can now send eSignature requests directly to the Contact you're working with, not just the Company Contact.

Track Users Completing Tasks

• Boost productivity tracking with the new "Completed By" column in the Tasks grid, which automatically updates with the name of the user who completed each task.
• This feature integrates seamlessly with both Outlook and Google Calendar.

Learn more about how the new Completed By Task attribute works here.

Deposit Slips Enhancements

• Deposit Slips History — You can now view a history of previously created deposit slips, organizing these consolidated deposits into a trackable view
• Deposit Slips Details — View a new page that shows all the information relating to your deposit slip, including the associated payments, number of payments and total amount of the deposit
• Updated Deposit Slips Creation — Use a new streamlined process to quickly and easily locate and add payments to a deposit slip

For more information about Deposit Slips and how they work, check out this Help Center article!

Invoice Edit Screen Update

• Each Line Item type (Time Entry, Flat Fee, Expense) now has its own separate scrollable section, making it easier to move across the entire invoice.
  • Note: Each section will only have a scroll bar when there are more than 8 line items.
• Descriptions for each line item are now scrollable on hover if they are longer than 3 lines, so you can easily view and edit the description of a row. Alternatively you can select (click) the description of a line item and present it in a larger window for easy review.
• Each Line Item type (Time Entry, Flat Fee, Expense) can now be filtered by each column. Use the column headers at the top of each section to filter based on description, billed by user, item and more!

Clone Tasks

• You can now clone tasks to create a new incomplete duplicate of the selected Task. This feature will also support the cloning of Conditional and Recurring Tasks.

Invoice Template Prioritization

• Overview
  • This option provides the ability to prioritize contact or matter invoice templates during the batch billing process.
• Benefit
  • Using this setting will streamline your monthly invoicing by allowing your firm to create one batch billing process, as opposed to requiring a separate batch for each different invoice template that your firm utilizes.
• Result
  • Invoices generated will utilize the specific invoice templates defined for the contacts or matters.

1,000 Items per Page on Recent Activity

The Recent Activity section of the dashboard can now support many more items per page, making it easy to view or manage large volumes of data when tracking firm-wide activity.

Originated by Filter on Matters Grid

The 'Originated by' field is now an available filter on the Modern Matters grid. With this option you are now able to easily search and sort cases by the person who brought the case to your firm. This filter can also be used with Saved Reports!