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Release Notes - October 18, 2023
Release Notes - October 18, 2023
Jonathan Prosperi avatar
Written by Jonathan Prosperi
Updated over a week ago

Hey Panthers,

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

  • 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.

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