Ready to take control of your firm’s finances? PantherAccounting Plus makes it easier than ever to get started! This guide will walk you through the steps needed to set up both trust and operating accounting — so you can unlock powerful financial management tools right inside PracticePanther.
Your set up involves a simple, step-by-step process with clear prompts, helpful tips and progress indicators, to keep you informed every step of the way..
If you need to pause the onboarding process you can save your work at any step and later return to the onboarding page when you’re ready to continue.
To streamline the setup process ensure you have the following information available:
Recent bank statements for your trust and operating bank accounts
Your most recent reconciliation reports from your previous accounting system
A list of your chart of accounts, if available
To start the onboarding process for PantherAccounting Plus, follow the steps below:
Navigate to Settings and choose the Accounting option from the menu.
Note: You must be an administrator or have a role with access to Settings permissions to use the Accounting menu and start the onboarding process.
2. Choose whether you want to start onboarding your trust or operating bank accounts.
Trust Bank Setup
In PantherAccounting Plus, each trust account is onboarded individually to ensure your records in PracticePanther accurately reconcile with your trust bank accounts, so you begin with a balanced starting point.
Select the Trust account you wish to start with, then click Get Started. Click here for more detailed instructions on onboarding your trust accounts.
Operating Bank Setup
Operating accounting covers the financial activity of your law firm’s business operations — including income, expenses, and overhead. Unlike trust onboarding, operating accounting follows a single, streamlined setup process that includes all operating bank accounts and credit cards.
Select Operating and then click Get Started on step 1. Click here for more detailed instructions on onboarding operating accounting.
Once onboarding is complete, you’re ready to dive into PantherAccounting Plus and take full control of your firm’s finances — with everything you need to simplify your firm’s accounting and keep your financials running smoothly!