This month's release addresses several issues across the system, with an emphasis on integrations including Google Drive, Outlook, and QuickBooks.
Formatting on Emails Retained - Readability on emails within PracticePanther has been dramatically improved as a result of retaining the message formatting synchronized over the Outlook plugin. This includes images, hyperlinks, and all other formatting elements within the email.
Google Drive will now only ever create one folder for PracticePanther, significantly improving synchronization stability and consistency.
Updated a rare situation where payments would not be properly applied to invoices when syncing to Quickbooks.
The Check Number field synchronizes the correct Check Number value from PracticePanther, as expected.
Transfers and Operating Payments will now always synchronize to Quickbooks automatically when applied on invoices from trust.
To reduce clutter and improve visual clarity, rows with a $0 entry are now hidden from the Trust Reconciliation Report.
Deposit slips for Transfers can now be printed to PDF, supporting improved documentation.
Addressed an isolated issue where Conditional Tasks would not properly be created as part of a Workflow.
Corrected a cosmetic grammatical error on the Conditional Tasks page.
The sidebar now displays properly on full-width table pages.
Updated the Contacts table to properly load after taking specific actions on it.
Custom Date Fields now properly adjust to the users' time zone as expected.