PracticePanther

What is the New & Improved Trust Accounting with PantherAccounting Plus?

A brief overview of all the accounting features included in our newest expansion

What additional features does PantherAccounting Plus provide that are not included in the other plans?

Guidelines and recommendations for Accurate, Compliant Legal Accounting

Best Practices for Trust and Operating Accounting

Definitions of common accounting terms used in law firm finance.

Glossary of Accounting Terms

Everything you need to know to get started with PantherAccounting Plus!

Onboarding to PantherAccounting Plus

Everything you need to know about onboarding your trust accounts to PantherAccounting Plus!

PantherAccounting Plus Onboarding for Trust Accounting

Everything you need to know about onboarding your operating accounts to PantherAccounting Plus!

PantherAccounting Plus Onboarding for Operating Accounting

How to import your chart of accounts from another accounting software application.

PantherAccounting Plus Onboarding Operating Accounting - Import Your Chart of Accounts

Learn how to manage permissions in PantherAccounting Plus.

PantherAccounting Plus Permissions

Definition of Retained Earnings - Opening Balance used during PantherAccounting Plus Onboarding

Retained Earnings - Opening Balance

PantherAccounting Plus - Snapshot

A comprehensive guide to understanding and managing Accounts Receivable in PracticePanther — from tracking outstanding invoices to running AR reports and automating payment reminders.

Accounts Receivable Overview

Marie Burgess

David S

Andrew S.

Helpful resources to help you get started with PantherAccounting Plus.

Getting Started with PantherAccounting Plus

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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