# PracticePanther Help Center

> Help center for PracticePanther

## Getting Started

- [PracticePanther Demo](http://support.practicepanther.com/en/articles/593280-practicepanther-demo.md): This is a demo of the PracticePanther software.
- [Training video for owners and partners](http://support.practicepanther.com/en/articles/593386-training-video-for-owners-and-partners.md): This video covers everything you need to know about PracticePanther if you are an owner or a partner of your law firm.
- [Training video for non-owners of the firm](http://support.practicepanther.com/en/articles/593409-training-video-for-non-owners-of-the-firm.md): This video covers everything you need to know as a PracticePanther user.
- [How to Edit Your Profile in PracticePanther's Settings?](http://support.practicepanther.com/en/articles/480046-how-to-edit-your-profile-in-practicepanther-s-settings.md)
- [GDPR - EU General Data Protection Regulation](http://support.practicepanther.com/en/articles/1841054-gdpr-eu-general-data-protection-regulation.md): PracticePanther Compliance with the EU GDPR Act.
- [What is GDPR?](http://support.practicepanther.com/en/articles/1898221-what-is-gdpr.md): What is General Data Protection Regulation?
- [Who GDPR concerns](http://support.practicepanther.com/en/articles/1898579-who-gdpr-concerns.md): Who is affected by the General Data Protection Regulation.
- [How PracticePanther complies with GDPR](http://support.practicepanther.com/en/articles/1898621-how-practicepanther-complies-with-gdpr.md): The steps PracticePanther has taken to comply with GDPR.
- [What data do we track?](http://support.practicepanther.com/en/articles/1898939-what-data-do-we-track.md): A complete list of data PracticePanther collects about members.
- [How your data is secure](http://support.practicepanther.com/en/articles/1898656-how-your-data-is-secure.md): Where and how your PracticePanther data is securely stored.
- [Deleting and Exporting your data for GDPR](http://support.practicepanther.com/en/articles/1898906-deleting-and-exporting-your-data-for-gdpr.md): Deleting all necessary information we may have or any data in your account per GDPR.
- [Can I switch from another software?](http://support.practicepanther.com/en/articles/479905-can-i-switch-from-another-software.md): Exporting from your old software and importing information into PracticePanther.
- [Closing out your old software and transitioning to PracticePanther](http://support.practicepanther.com/en/articles/479853-closing-out-your-old-software-and-transitioning-to-practicepanther.md): How do I move out from another software and switch over?
- [Am I locked into the software forever?](http://support.practicepanther.com/en/articles/480092-am-i-locked-into-the-software-forever.md): No locking, no contracts, your data.
- [Restore deleted items from the recycling bin.](http://support.practicepanther.com/en/articles/480114-restore-deleted-items-from-the-recycling-bin.md): Recovering your deleted information from the trash can.
- [Privacy policy and Terms of Service](http://support.practicepanther.com/en/articles/479910-privacy-policy-and-terms-of-service.md): PracticePanther policies and terms of service.
- [Syncing your HIPAA compliant documents with PracticePanther.](http://support.practicepanther.com/en/articles/479882-syncing-your-hipaa-compliant-documents-with-practicepanther.md): Can I securely sync my files with my computer? Is it HIPAA compliant?
- [US-EU \(European\) Safe Harbor Act](http://support.practicepanther.com/en/articles/479864-us-eu-european-safe-harbor-act.md): Foreign and international data protection directive.
- [How to Secure Your PracticePanther Account](http://support.practicepanther.com/en/articles/9062578-how-to-secure-your-practicepanther-account.md): How to make sure your PracticePanther account is secure.
- [Case management software made easy.](http://support.practicepanther.com/en/articles/480009-case-management-software-made-easy.md): What is PracticePanther?
- [Does PracticePanther have a mobile application?](http://support.practicepanther.com/en/articles/479988-does-practicepanther-have-a-mobile-application.md): Compatible with both your Apple or Windows devices.
- [How do we improve as a software and as a company?](http://support.practicepanther.com/en/articles/1396469-how-do-we-improve-as-a-software-and-as-a-company.md): A great company never stops innovating.
- [Does the software work in Canada?](http://support.practicepanther.com/en/articles/1086393-does-the-software-work-in-canada.md): Yes PracticePanther works with Canadian law firms.
- [Discounts and savings for you](http://support.practicepanther.com/en/articles/479994-discounts-and-savings-for-you.md): Does PracticePanther have any specials, promotions, or coupon codes?
- [PracticePanther requirements](http://support.practicepanther.com/en/articles/479995-practicepanther-requirements.md): Your computer, tablet or phone and an internet connection. That's it!
- [PracticePanther will remove the need for pen and paper.](http://support.practicepanther.com/en/articles/479997-practicepanther-will-remove-the-need-for-pen-and-paper.md): How will this make my firm paperless?
- [Where can I learn about new updates?](http://support.practicepanther.com/en/articles/479966-where-can-i-learn-about-new-updates.md): New features are published here for your convenience.
- [Who has access to intake forms?](http://support.practicepanther.com/en/articles/479969-who-has-access-to-intake-forms.md): Your completed intake forms.
- [Integrations with other programs.](http://support.practicepanther.com/en/articles/479961-integrations-with-other-programs.md): I already use Outlook, Quickbooks, Dropbox, and Excel. How will this help?
- [PracticePanther pricing](http://support.practicepanther.com/en/articles/480103-practicepanther-pricing.md): What is the price of PracticePanther?
- [I've reached my limit, how do I add more clients or invoices? How do I upgrade my account?](http://support.practicepanther.com/en/articles/480017-i-ve-reached-my-limit-how-do-i-add-more-clients-or-invoices-how-do-i-upgrade-my-account.md): Changing your subscription from your trial version.
- [Cost and price per user](http://support.practicepanther.com/en/articles/479923-cost-and-price-per-user.md): Do I have to pay per user? What is a user?
- [Do I have to sign a long-term contract?](http://support.practicepanther.com/en/articles/479926-do-i-have-to-sign-a-long-term-contract.md): No contracts, ever.
- [Free subscription for one user](http://support.practicepanther.com/en/articles/479931-free-subscription-for-one-user.md): Is there a free version for starting solo practitioners?
- [Upgrading your subscription.](http://support.practicepanther.com/en/articles/479934-upgrading-your-subscription.md): How do I upgrade from a free to a paid plan?
- [Billing cycles with PracticePanther](http://support.practicepanther.com/en/articles/479936-billing-cycles-with-practicepanther.md): With paid plans, when will I be billed?
- [What will happen to my information if I stop paying or cancel my account?](http://support.practicepanther.com/en/articles/479941-what-will-happen-to-my-information-if-i-stop-paying-or-cancel-my-account.md): What happens to your data?
- [What types of payment do you accept?](http://support.practicepanther.com/en/articles/479944-what-types-of-payment-do-you-accept.md): Pick your favorite major credit card!
- [Updating your credit card on file](http://support.practicepanther.com/en/articles/479942-updating-your-credit-card-on-file.md): How do I change my credit card details?
- [Do I need a credit card to sign up?](http://support.practicepanther.com/en/articles/479916-do-i-need-a-credit-card-to-sign-up.md): Am I required to input a credit card for the free trial?
- [Importing your trust account information](http://support.practicepanther.com/en/articles/479987-importing-your-trust-account-information.md): How do I transfer IOLTA / trust / escrow account balances for my clients from my old software?
- [Submitting feature suggestions](http://support.practicepanther.com/en/articles/2066242-submitting-feature-suggestions.md): How to send us your feedback.
- [How do I remove the "Get started" section off the PracticePanther dashboard?](http://support.practicepanther.com/en/articles/479973-how-do-i-remove-the-get-started-section-off-the-practicepanther-dashboard.md): Once you subscribe, we remove the section for you!
- [What languages does PracticePanther support?](http://support.practicepanther.com/en/articles/479971-what-languages-does-practicepanther-support.md): For international customers with different languages or currency.
- [Archiving in PracticePanther](http://support.practicepanther.com/en/articles/9028832-archiving-in-practicepanther.md): What is archiving, why is it important, and how can it help your law firm?
- [Resetting your password](http://support.practicepanther.com/en/articles/479924-resetting-your-password.md): I forgot the password to my account. How do I reset it?
- [Granting technician access](http://support.practicepanther.com/en/articles/705635-granting-technician-access.md): How to grant us technician access to your account.
- [Managing more than one company and business on the software.](http://support.practicepanther.com/en/articles/479984-managing-more-than-one-company-and-business-on-the-software.md): How do I use PracticePanther if I run multiple companies and businesses?
- [Clearing out your browser's cache](http://support.practicepanther.com/en/articles/479950-clearing-out-your-browser-s-cache.md): How to refresh your browser's cache
- [The software is stuck, frozen, or lagging...](http://support.practicepanther.com/en/articles/1106792-the-software-is-stuck-frozen-or-lagging.md): Is your system running slow?
- [How to Succeed with the PracticePanther Support team](http://support.practicepanther.com/en/articles/8732178-how-to-succeed-with-the-practicepanther-support-team.md)

## Contacts & Matters

- [Contacts tutorial](http://support.practicepanther.com/en/articles/593464-contacts-tutorial.md): Creating and managing your contacts!
- [Matters Tutorial](http://support.practicepanther.com/en/articles/593472-matters-tutorial.md): Learn everything there is to know about managing your Cases / Matters.
- [Custom fields tutorial](http://support.practicepanther.com/en/articles/480016-custom-fields-tutorial.md): Creating and using custom fields.
- [Flat Fees Tutorial](http://support.practicepanther.com/en/articles/2271433-flat-fees-tutorial.md): Log individual or multiple flat fee services to your cases!
- [Relationships Tutorial](http://support.practicepanther.com/en/articles/480085-relationships-tutorial.md): Using a relationship to connect a contact to a matter.
- [Running conflict checks](http://support.practicepanther.com/en/articles/479862-running-conflict-checks.md): How to run a conflict search.
- [Automatic Duplicate Check for Contacts](http://support.practicepanther.com/en/articles/3787893-automatic-duplicate-check-for-contacts.md): Automatically run conflict checks as you save new contacts.
- [Tags Tutorial](http://support.practicepanther.com/en/articles/1602706-tags-tutorial.md): Using tags to add your clients, cases and events to a list.
- [Adding columns to Contacts and Matters](http://support.practicepanther.com/en/articles/1852651-adding-columns-to-contacts-and-matters.md): How to add custom fields as columns to your Contacts and Matters list.
- [Receiving notifications about a contact or matter without being assigned to them.](http://support.practicepanther.com/en/articles/1085984-receiving-notifications-about-a-contact-or-matter-without-being-assigned-to-them.md): Receiving a notification for your contact or matter.
- [How to delete contacts or matters](http://support.practicepanther.com/en/articles/1619160-how-to-delete-contacts-or-matters.md): Delete contacts and matters that were created in a training or demo.
- [Changing how names display](http://support.practicepanther.com/en/articles/479889-changing-how-names-display.md): Editing how contact and matter names appear.
- [Filtering your time, expenses, payments or invoices for a certain contact or matter.](http://support.practicepanther.com/en/articles/2293554-filtering-your-time-expenses-payments-or-invoices-for-a-certain-contact-or-matter.md): Get in depth reporting on any type of item directly inside of your contacts and matters!
- [Tag Filters Tutorial](http://support.practicepanther.com/en/articles/3155283-tag-filters-tutorial.md): Filter your reports using all selected tags, any selected tags, or none of the selected tags!
- [Exporting Contact Custom Fields](http://support.practicepanther.com/en/articles/4642070-exporting-contact-custom-fields.md): Exporting your view of contact information, including custom fields!
- [Sorting & filtering your contacts.](http://support.practicepanther.com/en/articles/480084-sorting-filtering-your-contacts.md): Sorting and filtering your contacts.
- [Adding & removing columns from your contact list.](http://support.practicepanther.com/en/articles/629878-adding-removing-columns-from-your-contact-list.md): Adding or removing a column from your contacts list.
- [Exporting contacts](http://support.practicepanther.com/en/articles/479930-exporting-contacts.md): How to export your contacts.
- [Adding multiple people to a contact or company.](http://support.practicepanther.com/en/articles/648957-adding-multiple-people-to-a-contact-or-company.md): Adding many contacts to a company.
- [Merging contacts](http://support.practicepanther.com/en/articles/2195817-merging-contacts.md): How to consolidate duplicate contacts in PP.
- [How to add an opposing counsel](http://support.practicepanther.com/en/articles/1369725-how-to-add-an-opposing-counsel.md): Adding an opposing counsel using contact custom fields.
- [The Modern Matters Grid](http://support.practicepanther.com/en/articles/8912775-the-modern-matters-grid.md): A basic walkthrough of the new Matters page update!
- [Exporting Matter Custom Fields](http://support.practicepanther.com/en/articles/4642147-exporting-matter-custom-fields.md): Export matter field selections from column view, including matter custom fields!
- [How to get a report on the last activity in a matter.](http://support.practicepanther.com/en/articles/1835700-how-to-get-a-report-on-the-last-activity-in-a-matter.md): View a report of your matter by last activity date.
- [Grouping your matters by practice area.](http://support.practicepanther.com/en/articles/480094-grouping-your-matters-by-practice-area.md): Adding tags to your matters.
- [Managing columns in Matters](http://support.practicepanther.com/en/articles/661543-managing-columns-in-matters.md): Add or remove columns, including custom fields, from your matters list.
- [Setting up your matters for contingency and regular billable cases.](http://support.practicepanther.com/en/articles/2459664-setting-up-your-matters-for-contingency-and-regular-billable-cases.md): Steps on how you can set up PracticePanther to handle both your Contingency and Hourly/Flat Fee cases
- [Sorting matters by created/open/close date.](http://support.practicepanther.com/en/articles/1432728-sorting-matters-by-created-open-close-date.md): Run a report on your matters based on a date range.
- [Changing the status for a Matter.](http://support.practicepanther.com/en/articles/1644049-changing-the-status-for-a-matter.md): Changing the status of a matter from "Open" to "Pending" to "Closed".
- [Exporting your matters.](http://support.practicepanther.com/en/articles/480001-exporting-your-matters.md): Exporting your matters.
- [Personal Injury and Contingency Billing](http://support.practicepanther.com/en/articles/479977-personal-injury-and-contingency-billing.md): Setting up your contingency matters.
- [Setting a custom hourly rate for a matter.](http://support.practicepanther.com/en/articles/974570-setting-a-custom-hourly-rate-for-a-matter.md): Changing your hourly rate on a per matter basis.
- [Creating pro bono matters.](http://support.practicepanther.com/en/articles/1603374-creating-pro-bono-matters.md): How to record time for a matter you do not want to charge for.
- [Assigning multiple users to a matter.](http://support.practicepanther.com/en/articles/479849-assigning-multiple-users-to-a-matter.md): Assigning multiple users to any matter.
- [Automatically numbering your matters.](http://support.practicepanther.com/en/articles/479842-automatically-numbering-your-matters.md): Auto numbering your matters upon creation.
- [Adding a note to a matter.](http://support.practicepanther.com/en/articles/661561-adding-a-note-to-a-matter.md): Adding notes to your matter.
- [Contact type custom field tutorial](http://support.practicepanther.com/en/articles/480028-contact-type-custom-field-tutorial.md): Linking contacts using contact custom fields for document templates.
- [Grouping custom fields](http://support.practicepanther.com/en/articles/1150150-grouping-custom-fields.md): How to group custom fields together.
- [Rearranging your custom fields.](http://support.practicepanther.com/en/articles/629340-rearranging-your-custom-fields.md): Rearranging the order that your custom fields will appear.
- [Sync contacts to Google](http://support.practicepanther.com/en/articles/479913-sync-contacts-to-google.md): Syncing your contacts to Google.
- [Sync Contacts with Kenect](http://support.practicepanther.com/en/articles/3879010-sync-contacts-with-kenect.md): Use the Kenect integration to text your PracticePanther contacts.
- [Reassign one or multiple contacts, matters, or activities.](http://support.practicepanther.com/en/articles/1673547-reassign-one-or-multiple-contacts-matters-or-activities.md): Change who is assigned to your matters, tasks or events.
- [Batch assigning users to contacts and/or matters.](http://support.practicepanther.com/en/articles/1602942-batch-assigning-users-to-contacts-and-or-matters.md): How to assign a user to multiple of your contacts/matters at once.
- [Batch deleting items](http://support.practicepanther.com/en/articles/480108-batch-deleting-items.md): Batch delete contacts, matters, and anything else in the software!

## Time Entries

- [How to Identify Unbilled Activities](http://support.practicepanther.com/en/articles/11481801-how-to-identify-unbilled-activities.md): Easily spot activities you or your colleagues may have completed but haven't yet billed with the Money Finder!
- [Cloning Time Entries, Flat Fees and Expenses](http://support.practicepanther.com/en/articles/9091798-cloning-time-entries-flat-fees-and-expenses.md): In this article, we'll walk through the steps of cloning time entries, flat fees and expenses and explore how this feature can benefit you.
- [Time Entries](http://support.practicepanther.com/en/articles/480031-time-entries.md): A comprehensive guide to Time Entries
- [How do I generate an invoice with time entries?](http://support.practicepanther.com/en/articles/648517-how-do-i-generate-an-invoice-with-time-entries.md): Generate an invoice only for time entries
- [How do I keep track of multiple time entries?](http://support.practicepanther.com/en/articles/1362748-how-do-i-keep-track-of-multiple-time-entries.md): Keep track of multiple time entries using timers
- [How can I keep my time logging as I move through PracticePanther?](http://support.practicepanther.com/en/articles/480040-how-can-i-keep-my-time-logging-as-i-move-through-practicepanther.md): Keeping your timer running while navigating the software
- [How to add a Time Entry for Notes / Events / Tasks / Calls etc.](http://support.practicepanther.com/en/articles/1038024-how-to-add-a-time-entry-for-notes-events-tasks-calls-etc.md): Log a time entry directly from your notes, events, tasks, calls, etc.
- [How do I show a no-charge time entry on an invoice?](http://support.practicepanther.com/en/articles/479837-how-do-i-show-a-no-charge-time-entry-on-an-invoice.md): Show your clients work that you have done for which you do not intend to bill
- [How do I export my time entries?](http://support.practicepanther.com/en/articles/479866-how-do-i-export-my-time-entries.md): Export your time entries to PDF or spreadsheet format
- [Save Clicks Creating Matters with Custom Hourly Rates](http://support.practicepanther.com/en/articles/2828533-save-clicks-creating-matters-with-custom-hourly-rates.md): Create custom hourly rates today for matters you create tomorrow!
- [How do I set my hourly rate when billing a client?](http://support.practicepanther.com/en/articles/480083-how-do-i-set-my-hourly-rate-when-billing-a-client.md): Defaulting or customizing your hourly rate.
- [How do I set a custom hourly rate for a matter?](http://support.practicepanther.com/en/articles/974821-how-do-i-set-a-custom-hourly-rate-for-a-matter.md): Customizing your hourly rate on a per matter basis
- [How can I restrict timekeepers from adjusting their hourly rate?](http://support.practicepanther.com/en/articles/1388623-how-can-i-restrict-timekeepers-from-adjusting-their-hourly-rate.md): Prevent your timekeepers from changing their hourly
- [How do I round my time entries?](http://support.practicepanther.com/en/articles/479861-how-do-i-round-my-time-entries.md): Round the time entered using Round Time Entries
- [Pre-setting Flat Fee prices](http://support.practicepanther.com/en/articles/4530159-pre-setting-flat-fee-prices.md): Setup Flat Fee prices with Items ahead of time to bill faster!
- [Non-Billable Totals Toggle](http://support.practicepanther.com/en/articles/9131891-non-billable-totals-toggle.md): How to Use the Non-Billable Totals Toggle for Time Entries and Flat Fees
- [How can I add multiple time entries quickly?](http://support.practicepanther.com/en/articles/479834-how-can-i-add-multiple-time-entries-quickly.md): Add many time entries at once using Multiple Time Entries
- [How do I delete or edit multiple time entries?](http://support.practicepanther.com/en/articles/648527-how-do-i-delete-or-edit-multiple-time-entries.md): Deleting and edit many time entries at once
- [Mass edit time entries](http://support.practicepanther.com/en/articles/1351627-mass-edit-time-entries.md): Edit multiple time entries at once
- [How do I set defaults when batch adding time entries?](http://support.practicepanther.com/en/articles/1687449-how-do-i-set-defaults-when-batch-adding-time-entries.md): Save time by having certain fields filled out for you when batch adding them
- [How do I view time entries by user?](http://support.practicepanther.com/en/articles/480091-how-do-i-view-time-entries-by-user.md): Generate a report of all your time entries organized by user and export this to Excel
- [How do I see a list of my time entries by matter?](http://support.practicepanther.com/en/articles/648336-how-do-i-see-a-list-of-my-time-entries-by-matter.md): Generate a report of all your time entries organized by matter and export this to Excel
- [Gauge the performance of your time keepers](http://support.practicepanther.com/en/articles/2141478-gauge-the-performance-of-your-time-keepers.md): Learn how you can determine the productivity of your time keepers and see how much is getting done
- [How do I Build a Consultation Report by Attorney in PracticePanther?](http://support.practicepanther.com/en/articles/2190305-how-do-i-build-a-consultation-report-by-attorney-in-practicepanther.md): Find the average time for your consultations per attorney and find out who in the firm is the most efficient

## Expenses

- [Expenses tutorial](http://support.practicepanther.com/en/articles/480034-expenses-tutorial.md): Video tutorial for your expenses.
- [Charging a client for a billable expense](http://support.practicepanther.com/en/articles/479900-charging-a-client-for-a-billable-expense.md): Charge your client a billable expense.
- [Differences between soft cost and hard cost expenses](http://support.practicepanther.com/en/articles/1153522-differences-between-soft-cost-and-hard-cost-expenses.md): Knowing the difference between soft and hard cost expense.
- [Creating custom expense categories](http://support.practicepanther.com/en/articles/648596-creating-custom-expense-categories.md): How to create any category you need to track different types of expenses.
- [Filter your Expenses by Practice Area using Tags](http://support.practicepanther.com/en/articles/2173601-filter-your-expenses-by-practice-area-using-tags.md): Group expenses by type of case to find out which type incurs the most costs to your firm!
- [Exporting expenses](http://support.practicepanther.com/en/articles/479906-exporting-expenses.md): How to export your entire expense list to Excel or PDF.
- [Sorting expenses](http://support.practicepanther.com/en/articles/479921-sorting-expenses.md): How to sort your expenses in PracticePanther.
- [View expenses by category](http://support.practicepanther.com/en/articles/479856-view-expenses-by-category.md): How to see all your expenses by category.
- [Building an "Outside Counsel" Report by Attorney](http://support.practicepanther.com/en/articles/2186836-building-an-outside-counsel-report-by-attorney.md): See which of your attorneys rely most on consulting other attorneys.
- [Tracking mileage as an expense](http://support.practicepanther.com/en/articles/479914-tracking-mileage-as-an-expense.md): Track your mileage as an expense.
- [Including sales tax on expenses](http://support.practicepanther.com/en/articles/1404684-including-sales-tax-on-expenses.md): How to include sales tax on expenses.
- [Attaching a picture of my receipt on an expense](http://support.practicepanther.com/en/articles/479846-attaching-a-picture-of-my-receipt-on-an-expense.md): Taking a picture of your receipt and attaching it as an expense.

## Invoices & Billing

- [Concurrent Invoice Processing](http://support.practicepanther.com/en/articles/9641176-concurrent-invoice-processing.md)
- [LEDES Invoice Fields And Where to Find Them](http://support.practicepanther.com/en/articles/10439195-ledes-invoice-fields-and-where-to-find-them.md): Make sure all your LEDES invoice fields are ready for upload.
- [Invoicing tutorial](http://support.practicepanther.com/en/articles/480059-invoicing-tutorial.md): Tutorial teaching you about how to create an invoice.
- [Write-Off Tutorial](http://support.practicepanther.com/en/articles/1369866-write-off-tutorial.md): Learn the different methods you can use to write off the balances on your invoices.
- [Invoice Approval](http://support.practicepanther.com/en/articles/3062099-invoice-approval.md): Enhance your billing by utilizing our Invoice Approval process!
- [Best practices of approving pre-bills in PracticePanther?](http://support.practicepanther.com/en/articles/1769337-best-practices-of-approving-pre-bills-in-practicepanther.md): Create pre-bills that both attorneys and billing personnel and review in making sure everything is correct.
- [Paying an invoice](http://support.practicepanther.com/en/articles/660806-paying-an-invoice.md): Applying a payment to an invoice to clear its balance.
- [Tracking your Accounts Receivable Over Time](http://support.practicepanther.com/en/articles/1351944-tracking-your-accounts-receivable-over-time.md): A/R Aging Reports in PracticePanther
- [Customizing invoices using invoice templates](http://support.practicepanther.com/en/articles/2221739-customizing-invoices-using-invoice-templates.md): Create any number of invoice templates to handle any case type or situation you run into.
- [How can I tell if my client has viewed an invoice?](http://support.practicepanther.com/en/articles/5558353-how-can-i-tell-if-my-client-has-viewed-an-invoice.md): Notifications and filters to find all invoices seen by clients.
- [Creating a statement](http://support.practicepanther.com/en/articles/2284352-creating-a-statement.md): How to create an account statement for your contacts.
- [Best practice for deleting invoices](http://support.practicepanther.com/en/articles/2217610-best-practice-for-deleting-invoices.md): Best practices for deleting invoices completely.
- [Saving invoices as PDF](http://support.practicepanther.com/en/articles/480064-saving-invoices-as-pdf.md): Save your invoice as a PDF file so that it can be printed or sent via email to your clients.
- [Adding line items on an invoice](http://support.practicepanther.com/en/articles/1666884-adding-line-items-on-an-invoice.md): Need to add a detail within an invoice after its creation? You definitely can with our line items!
- [Generating a Pre-bill](http://support.practicepanther.com/en/articles/1396384-generating-a-pre-bill.md): Generate prebills by saving invoices.
- [Creating a new item](http://support.practicepanther.com/en/articles/480044-creating-a-new-item.md): Creating a new item for flat fees and time entries.
- [Invoice for a specific date range](http://support.practicepanther.com/en/articles/2106196-invoice-for-a-specific-date-range.md): How to charge your clients for time entries and expenses with specific date ranges.
- [How do I create an Invoice for only time entries or expenses?](http://support.practicepanther.com/en/articles/1594578-how-do-i-create-an-invoice-for-only-time-entries-or-expenses.md): Generate an invoice showing only your time entries or expenses.
- [Editing time entries and expenses on an invoice](http://support.practicepanther.com/en/articles/1618603-editing-time-entries-and-expenses-on-an-invoice.md): Retroactively update time entry, flat fee & expense records.
- [Sorting invoices](http://support.practicepanther.com/en/articles/480049-sorting-invoices.md): How to sort your invoices to better categorize them
- [Exporting reports with specific columns.](http://support.practicepanther.com/en/articles/2222569-exporting-reports-with-specific-columns.md): How to export only the contact's name and specific information when running a report.
- [How do I add flat fees to an invoice?](http://support.practicepanther.com/en/articles/480065-how-do-i-add-flat-fees-to-an-invoice.md): Adding flat fees to your invoice.
- [Adding sales tax](http://support.practicepanther.com/en/articles/480060-adding-sales-tax.md): Adding sales tax within your PracticePanther to be used within invoices.
- [Adding two different taxes to an invoice](http://support.practicepanther.com/en/articles/480066-adding-two-different-taxes-to-an-invoice.md): Adding two different taxes to your invoice.
- [Attaching Invoice PDFs](http://support.practicepanther.com/en/articles/7970999-attaching-invoice-pdfs.md)
- [Advanced CSS](http://support.practicepanther.com/en/articles/9357747-advanced-css.md): More advanced CSS coding to help customize your invoices further.
- [CSS Basics](http://support.practicepanther.com/en/articles/9357739-css-basics.md): Learn how to do basic invoice customization.
- [Customizing invoices with CSS](http://support.practicepanther.com/en/articles/1531522-customizing-invoices-with-css.md): Hide text or change the font size or style of your bills!
- [Export Custom Fields into LEDES Invoices](http://support.practicepanther.com/en/articles/6187583-export-custom-fields-into-ledes-invoices.md)
- [Invoice CSS](http://support.practicepanther.com/en/articles/1602246-invoice-css.md): What does the default code in the CSS invoice editor do.
- [Changing font size on invoices](http://support.practicepanther.com/en/articles/810915-changing-font-size-on-invoices.md): Changing the font size on your invoices to better present them.
- [Adjusting logo size for invoices](http://support.practicepanther.com/en/articles/1388899-adjusting-logo-size-for-invoices.md): Making your logo smaller or bigger on your bills.
- [Hiding company name on invoices](http://support.practicepanther.com/en/articles/2251421-hiding-company-name-on-invoices.md): Use custom CSS code to hide the company name for your firm on your invoices.
- [Customizing my firm's information and fields on my invoices](http://support.practicepanther.com/en/articles/2117740-customizing-my-firm-s-information-and-fields-on-my-invoices.md): How to change the company information that shows up on invoices.
- [Removing firm's name from your invoice](http://support.practicepanther.com/en/articles/480029-removing-firm-s-name-from-your-invoice.md): Want to remove your firm's name from an invoice? Now you can with CSS!
- [Adjusting "bill to" section of an invoice](http://support.practicepanther.com/en/articles/1523719-adjusting-bill-to-section-of-an-invoice.md): Changing who your invoices are addressed to.
- [Applying custom fields on invoices.](http://support.practicepanther.com/en/articles/1373668-applying-custom-fields-on-invoices.md): Using the custom fields on invoices in the notes and or terms and conditions to show important information.
- [Showing the retainer balance and ledger on an invoice.](http://support.practicepanther.com/en/articles/479953-showing-the-retainer-balance-and-ledger-on-an-invoice.md): Showing the retainer balance and ledger on an invoice for clients to view.
- [Invoice Numbering](http://support.practicepanther.com/en/articles/480054-invoice-numbering.md): Changing your invoices to start from a different number.
- [Showing unapplied operating credit on an invoice](http://support.practicepanther.com/en/articles/1411278-showing-unapplied-operating-credit-on-an-invoice.md): Showing the client's unapplied credit on their invoice.
- [Removing headers and footers when printing an invoice as PDF](http://support.practicepanther.com/en/articles/660796-removing-headers-and-footers-when-printing-an-invoice-as-pdf.md): Clean up your invoice headers and footers when printing invoices.
- [Adding ABN Number to Invoices](http://support.practicepanther.com/en/articles/480043-adding-abn-number-to-invoices.md): Adding your ABN number to an invoice for clients to see.
- [Default Invoice Template](http://support.practicepanther.com/en/articles/7970996-default-invoice-template.md)
- [Multiple Invoice Recipients](http://support.practicepanther.com/en/articles/7970995-multiple-invoice-recipients.md)
- [Operating Credit Merge Codes](http://support.practicepanther.com/en/articles/9185543-operating-credit-merge-codes.md): What are these merge codes and what can I do with them?
- [Invoice Template Prioritization](http://support.practicepanther.com/en/articles/9623829-invoice-template-prioritization.md)
- [Multi-Matter Invoicing](http://support.practicepanther.com/en/articles/8981717-multi-matter-invoicing.md): Our process for invoicing multiple matters on a contact will save you time and effort!
- [How do I send invoices in batch?](http://support.practicepanther.com/en/articles/5026320-how-do-i-send-invoices-in-batch.md): Sending multiple invoice emails to different clients at once.
- [Downloading multiple invoices at the same time](http://support.practicepanther.com/en/articles/480055-downloading-multiple-invoices-at-the-same-time.md): Download multiple invoices at the same time
- [Creating multiple invoices at the same time \(batch billing\)](http://support.practicepanther.com/en/articles/480087-creating-multiple-invoices-at-the-same-time-batch-billing.md): Create multiple invoices at the same time using batch billing.
- [Automatically add interest for late payments to an invoice](http://support.practicepanther.com/en/articles/804457-automatically-add-interest-for-late-payments-to-an-invoice.md): Automatically adding interest for late payments on a invoice.
- [Batch invoicing your overdue clients](http://support.practicepanther.com/en/articles/1689940-batch-invoicing-your-overdue-clients.md): Batch generate account statements to show clients what they still owe you in the new month.
- [Automatically request additional retainer on an invoice](http://support.practicepanther.com/en/articles/1618612-automatically-request-additional-retainer-on-an-invoice.md): Request a retainer on the invoice.
- [How to send an invoice to multiple contacts](http://support.practicepanther.com/en/articles/1285566-how-to-send-an-invoice-to-multiple-contacts.md): Send your invoice to multiple contacts that need to be billed.
- [Printing multiple invoices](http://support.practicepanther.com/en/articles/480056-printing-multiple-invoices.md): Print multiple invoices for your clients to view.
- [How do I write off an outstanding invoice?](http://support.practicepanther.com/en/articles/837110-how-do-i-write-off-an-outstanding-invoice.md): Write off an invoice by applying a credit note.
- [Credit note](http://support.practicepanther.com/en/articles/1617884-credit-note.md): How to give a credit. Credit note. Credit account.
- [Applying a dollar discount on an invoice](http://support.practicepanther.com/en/articles/480100-applying-a-dollar-discount-on-an-invoice.md): Write off an invoice by adding a write off item on the invoice.
- [Refunding payment made on an invoice](http://support.practicepanther.com/en/articles/480007-refunding-payment-made-on-an-invoice.md): Refund a payment made on an invoice.
- [Generating a report with billed and billable time entries.](http://support.practicepanther.com/en/articles/2013507-generating-a-report-with-billed-and-billable-time-entries.md): Build a report on your billed and billable time entries.
- [Carrying forward outstanding balances to a new invoice](http://support.practicepanther.com/en/articles/1405300-carrying-forward-outstanding-balances-to-a-new-invoice.md): Carry an outstanding balance over to a new invoice
- [How to Batch Download LEDES Invoices](http://support.practicepanther.com/en/articles/4641774-how-to-batch-download-ledes-invoices.md): Downloading multiple LEDES Invoices from PracticePanther
- [Splitting a bill](http://support.practicepanther.com/en/articles/1586179-splitting-a-bill.md): Split a bill between two parties.
- [How can I know when my client viewed my invoice?](http://support.practicepanther.com/en/articles/480057-how-can-i-know-when-my-client-viewed-my-invoice.md): Be notified instantly as soon as your client views their invoice, every time!
- [Finding matters with billable amounts to invoice](http://support.practicepanther.com/en/articles/1094319-finding-matters-with-billable-amounts-to-invoice.md): Checking the matters with billable amounts in order to invoice them accordingly.
- [Using LEDES billing](http://support.practicepanther.com/en/articles/695765-using-ledes-billing.md): A tutorial on learning how to use our LEDES billing feature for your invoicing needs.

## Payments & Trust Accounting

- [New Payments Grid](http://support.practicepanther.com/en/articles/10347573-new-payments-grid.md): This new payments grid provides an updated interface and new capabilities, including Saved Reports!
- [Tracking Credit Card Expenses](http://support.practicepanther.com/en/articles/10302573-tracking-credit-card-expenses.md): Tracking Credit Card Expenses makes it easier than ever to manage your firm's finances!
- [Handling Chargebacks in PracticePanther](http://support.practicepanther.com/en/articles/14966285-handling-chargebacks-in-practicepanther.md): A guide for firms on how to manually record and reconcile credit card chargebacks in PracticePanther.
- [Where can I see all payments?](http://support.practicepanther.com/en/articles/5644258-where-can-i-see-all-payments.md): Full payment history for all or specific clients.
- [Evergreen Retainer Tutorial](http://support.practicepanther.com/en/articles/480082-evergreen-retainer-tutorial.md): How to setup notification you when the retainer is low?
- [IOLTA / Trust account reconciliation](http://support.practicepanther.com/en/articles/801206-iolta-trust-account-reconciliation.md): Reconcile your IOLTA, or Trust account.
- [Batch Payment of Invoices.](http://support.practicepanther.com/en/articles/1347783-batch-payment-of-invoices.md): Use all available retainer to pay all your invoices in one shot.
- [Online Payments Reports](http://support.practicepanther.com/en/articles/5610126-online-payments-reports.md): Daily and Monthly PantherPayments Reports
- [Deposit Online Payments to any Bank Account via Invoices](http://support.practicepanther.com/en/articles/6085147-deposit-online-payments-to-any-bank-account-via-invoices.md): How to route online invoice payments to any Operating or Trust Account
- [Can I schedule a one-time payment using PantherPayments?](http://support.practicepanther.com/en/articles/5554943-can-i-schedule-a-one-time-payment-using-pantherpayments.md): Scheduling a 1-off payment in the future in advance using Payment Plans with PantherPayments.
- [Contacts and OneLink](http://support.practicepanther.com/en/articles/4836246-contacts-and-onelink.md): Updating and creating Contacts through OneLink
- [OneLink Tutorial](http://support.practicepanther.com/en/articles/4836234-onelink-tutorial.md): Receiving payments from contacts in or outside of your PracticePanther account.
- [PantherPayments Application - Voided Checks & Alternative Options](http://support.practicepanther.com/en/articles/5392516-pantherpayments-application-voided-checks-alternative-options.md): Why are voided checks needed, and are there any alternatives?
- [PantherPayments - Batch Reporting](http://support.practicepanther.com/en/articles/5221721-pantherpayments-batch-reporting.md): Batch transaction fee reporting with PantherPayments.
- [PantherPayments Video Tutorials](http://support.practicepanther.com/en/articles/4477971-pantherpayments-video-tutorials.md): Watch videos to learn tips & tricks on PantherPayments
- [PantherPayments Tutorial](http://support.practicepanther.com/en/articles/3804099-pantherpayments-tutorial.md): Accept online payments from your clients to get paid faster.
- [How to transfer a previously saved card on file to the new PantherPayments](http://support.practicepanther.com/en/articles/4467875-how-to-transfer-a-previously-saved-card-on-file-to-the-new-pantherpayments.md): We've made an easy-to-use email wizard that will transfer your client's payment method information from other processors to PantherPayments!
- [Request new payment methods in PantherPayments](http://support.practicepanther.com/en/articles/4454283-request-new-payment-methods-in-pantherpayments.md): We've made an easy-to-use email wizard that will transfer your client's payment method information from other processors to PantherPayments!
- [How do I save a credit card on file for PantherPayments?](http://support.practicepanther.com/en/articles/3822869-how-do-i-save-a-credit-card-on-file-for-pantherpayments.md): Saving credit cards with PantherPayments
- [How do I update my bank account in PantherPayments?](http://support.practicepanther.com/en/articles/3822844-how-do-i-update-my-bank-account-in-pantherpayments.md): Updating your Bank Account with PantherPayments
- [How do I accept eCheck via PantherPayments?](http://support.practicepanther.com/en/articles/3822860-how-do-i-accept-echeck-via-pantherpayments.md): Accepting eCheck payments with PantherPayments
- [Can my client use both credit card and eCheck with PantherPayments?](http://support.practicepanther.com/en/articles/3822931-can-my-client-use-both-credit-card-and-echeck-with-pantherpayments.md): Using Credit Card or eCheck with PantherPayments
- [How can I send my client a request for payment into the IOLTA/Trust Account using PantherPayments?](http://support.practicepanther.com/en/articles/3822906-how-can-i-send-my-client-a-request-for-payment-into-the-iolta-trust-account-using-pantherpayments.md): Sending retainer requests in PantherPayments
- [Can I set up recurring billing in PantherPayments?](http://support.practicepanther.com/en/articles/3822878-can-i-set-up-recurring-billing-in-pantherpayments.md): Setup recurring billing using payment plans to automatically charge clients over time using PantherPayments
- [How long until I can expect to receive the funds with PantherPayments?](http://support.practicepanther.com/en/articles/3822852-how-long-until-i-can-expect-to-receive-the-funds-with-pantherpayments.md): Use PantherPayments to receive funds in a timely manner
- [How do I charge my client with an online payment?](http://support.practicepanther.com/en/articles/593604-how-do-i-charge-my-client-with-an-online-payment.md): Charging your client with the credit card information that you already have.
- [How do I process a refund for a payment made through PantherPayments?](http://support.practicepanther.com/en/articles/3822873-how-do-i-process-a-refund-for-a-payment-made-through-pantherpayments.md): Process refunds using PantherPayments
- [What is a credit card chargeback?](http://support.practicepanther.com/en/articles/10446631-what-is-a-credit-card-chargeback.md)
- [How do I export my payments?](http://support.practicepanther.com/en/articles/479983-how-do-i-export-my-payments.md): Exporting your payments.
- [How do I review ROI for referrals using tags?](http://support.practicepanther.com/en/articles/2133956-how-do-i-review-roi-for-referrals-using-tags.md): How to see a Return on Investment report for your referral sources.
- [How do I export all the tax collected from invoices?](http://support.practicepanther.com/en/articles/479946-how-do-i-export-all-the-tax-collected-from-invoices.md): Exporting all tax collected from invoices.
- [How do I add additional bank accounts in PracticePanther?](http://support.practicepanther.com/en/articles/791896-how-do-i-add-additional-bank-accounts-in-practicepanther.md): Adding additional bank accounts to your PracticePanther.
- [How do I add a payment for multiple invoices at once?](http://support.practicepanther.com/en/articles/480012-how-do-i-add-a-payment-for-multiple-invoices-at-once.md): Add a payment for multiple invoices at once.
- [How do I add a payment from a client for multiple matters?](http://support.practicepanther.com/en/articles/480013-how-do-i-add-a-payment-from-a-client-for-multiple-matters.md): Adding a payment from a client for several matters.
- [How do I transfer money to different matters for the same contact?](http://support.practicepanther.com/en/articles/593597-how-do-i-transfer-money-to-different-matters-for-the-same-contact.md): Transfer funds between multiple matters under the same contact.
- [How do I send out automated payment reminders to my clients?](http://support.practicepanther.com/en/articles/479840-how-do-i-send-out-automated-payment-reminders-to-my-clients.md): Sending automatic payment reminders to your clients.
- [Applying Funds To Multi-Matter Invoices vs. Single Matter Invoices](http://support.practicepanther.com/en/articles/4809179-applying-funds-to-multi-matter-invoices-vs-single-matter-invoices.md): Having trouble with applying a payment towards an invoice generated for a client?
- [How do I email my client a payment receipt?](http://support.practicepanther.com/en/articles/628365-how-do-i-email-my-client-a-payment-receipt.md): Emailing your client a payment receipt.
- [How do I void a bounced check?](http://support.practicepanther.com/en/articles/2170669-how-do-i-void-a-bounced-check.md): Check bounced? No problem, learn how to indicate and mark that your payment has not gone through and balance your accounts.
- [How do I delete a payment that has already been reconciled?](http://support.practicepanther.com/en/articles/1593505-how-do-i-delete-a-payment-that-has-already-been-reconciled.md): Removing previously reconciled payments.
- [How do I see the operating or trust account balances by matter?](http://support.practicepanther.com/en/articles/1694872-how-do-i-see-the-operating-or-trust-account-balances-by-matter.md): Generating a report listing the trust / escrow and operating account balances by matter.
- [How do I add a retainer payment into the IOLTA / Trust or Operating accounts?](http://support.practicepanther.com/en/articles/479957-how-do-i-add-a-retainer-payment-into-the-iolta-trust-or-operating-accounts.md): Adding a retainer payment into the IOLTA/ Trust or Operating accounts.
- [How do I print an Escrow/Trust Ledger Report from PracticePanther?](http://support.practicepanther.com/en/articles/1673641-how-do-i-print-an-escrow-trust-ledger-report-from-practicepanther.md): Printing trust ledger reports by contact and or matter.
- [How do I apply an existing credit/trust balance/retainer to pay off outstanding invoices?](http://support.practicepanther.com/en/articles/995068-how-do-i-apply-an-existing-credit-trust-balance-retainer-to-pay-off-outstanding-invoices.md): Applying an existing credit, trust balance, or retainer to pay off your outstanding invoices.
- [How do I automatically apply a retainer payment to a new invoice?](http://support.practicepanther.com/en/articles/480063-how-do-i-automatically-apply-a-retainer-payment-to-a-new-invoice.md): Applying a retainer payment to your new invoice.
- [How much money should I transfer from Trust/IOLTA to Operating?](http://support.practicepanther.com/en/articles/1094529-how-much-money-should-i-transfer-from-trust-iolta-to-operating.md): Transferring money from your bank to trust or operating each week/ month.
- [How do I show my bank account ledger on my invoices?](http://support.practicepanther.com/en/articles/1042053-how-do-i-show-my-bank-account-ledger-on-my-invoices.md): Making your Trust and Operating account ledger on your invoices, visible.
- [How do I check how much trust / credit is available for a certain client or matter?](http://support.practicepanther.com/en/articles/978835-how-do-i-check-how-much-trust-credit-is-available-for-a-certain-client-or-matter.md): Checking the trust or credit available.
- [How do I transfer money between the trust/escrow and operating accounts?](http://support.practicepanther.com/en/articles/480014-how-do-i-transfer-money-between-the-trust-escrow-and-operating-accounts.md): Moving funds between accounts.
- [How do I pay out expenses from the trust on behalf of the client?](http://support.practicepanther.com/en/articles/802630-how-do-i-pay-out-expenses-from-the-trust-on-behalf-of-the-client.md): Paying out expenses using the trust on behalf of your client.
- [How can I send my client a request for payment into the IOLTA/Trust Account?](http://support.practicepanther.com/en/articles/480097-how-can-i-send-my-client-a-request-for-payment-into-the-iolta-trust-account.md): Send your client a request payment into the IOLTA/Trust Account.
- [How do I refund credit, trust, or retainer to my client?](http://support.practicepanther.com/en/articles/1270062-how-do-i-refund-credit-trust-or-retainer-to-my-client.md): Refunding credit to client from their trust, or retainer account.
- [How do I view IOLTA Trust account balances by client or matter for a certain day?](http://support.practicepanther.com/en/articles/479868-how-do-i-view-iolta-trust-account-balances-by-client-or-matter-for-a-certain-day.md): View your IOLTA Trust / escrow account balances by contact or matter for a certain day.
- [How do I sync invoices or payments to Quickbooks?](http://support.practicepanther.com/en/articles/4222925-how-do-i-sync-invoices-or-payments-to-quickbooks.md): Manually syncing individual or batches of invoices and payments to Quickbooks Online.
- [Quickbooks integration tutorial](http://support.practicepanther.com/en/articles/480111-quickbooks-integration-tutorial.md): Anything and everything you need to know about our QuickBooks Online integration.
- [Does PracticePanther sync with QuickBooks desktop?](http://support.practicepanther.com/en/articles/480109-does-practicepanther-sync-with-quickbooks-desktop.md): Integration with QuickBooks Desktop.
- [How do I route my time entries and expenses to any chart of accounts in Quickbooks Online?](http://support.practicepanther.com/en/articles/1389277-how-do-i-route-my-time-entries-and-expenses-to-any-chart-of-accounts-in-quickbooks-online.md): How to edit your chart of accounts in Quickbooks, based on items and categories in PracticePanther.
- [How do hard cost expenses transfer over to Quickbooks?](http://support.practicepanther.com/en/articles/2087243-how-do-hard-cost-expenses-transfer-over-to-quickbooks.md): How hard cost expenses appear in your Quickbooks account.
- [How do I find the trust balances by client in Quickbooks Online?](http://support.practicepanther.com/en/articles/1991953-how-do-i-find-the-trust-balances-by-client-in-quickbooks-online.md): Trust balances by client in Quickbooks Online.
- [How to reconcile in Quickbooks?](http://support.practicepanther.com/en/articles/1424386-how-to-reconcile-in-quickbooks.md): Reconcile your Quickbooks.
- [What goes to Operating Account's Undeposited Funds in Quickbooks?](http://support.practicepanther.com/en/articles/1715858-what-goes-to-operating-account-s-undeposited-funds-in-quickbooks.md): What does and doesn't go into undeposited funds in Quickbooks Online.
- [How to sync with TrustBooks](http://support.practicepanther.com/en/articles/6134200-how-to-sync-with-trustbooks.md)
- [LawPay Integration FAQ](http://support.practicepanther.com/en/articles/4198361-lawpay-integration-faq.md)
- [Online Payments with LawPay Tutorial](http://support.practicepanther.com/en/articles/480045-online-payments-with-lawpay-tutorial.md): Accepting online payments from your clients to get paid faster.
- [Payment Plans for Recurring Billing with LawPay](http://support.practicepanther.com/en/articles/1741120-payment-plans-for-recurring-billing-with-lawpay.md): How to save a payment method and automatically charge a client to pay an invoice over time via LawPay.
- [How do I Export my PracticePanther Reports into Excel or PDF?](http://support.practicepanther.com/en/articles/479891-how-do-i-export-my-practicepanther-reports-into-excel-or-pdf.md): Exporting your reports.
- [Filter Payments by Practice Area using Tags](http://support.practicepanther.com/en/articles/2190388-filter-payments-by-practice-area-using-tags.md): Group payments by type of case to find out which type earns the most money for your firm!
- [Does PracticePanther integrate with Xero?](http://support.practicepanther.com/en/articles/762866-does-practicepanther-integrate-with-xero.md): Integration with Xero.
- [Quickbooks Sync Error](http://support.practicepanther.com/en/articles/1427729-quickbooks-sync-error.md): Getting a sync error on Quickbooks? Find out why here!

## Email Integration

- [Email Integration Options](http://support.practicepanther.com/en/articles/788976-email-integration-options.md): Sync your emails with Gmail, Outlook, Exchange, and more.
- [Gmail Add-On](http://support.practicepanther.com/en/articles/1747026-gmail-add-on.md): Use the PracticePanther Gmail integration to create new contacts, time entries and log emails.
- [Outlook Add-in for Office 365](http://support.practicepanther.com/en/articles/2387325-outlook-add-in-for-office-365.md): Use the PracticePanther Integration for Outlook Desktop to create new contacts, time entries and log emails.
- [Mailchimp integration](http://support.practicepanther.com/en/articles/986181-mailchimp-integration.md): Integrating MailChimp with your PracticePanther account.
- [Finding PracticePanther tags in Mailchimp](http://support.practicepanther.com/en/articles/1638153-finding-practicepanther-tags-in-mailchimp.md): How to find tags in MailChimp to send emails and campaigns to contacts.
- [Automated email campaigns with MailChimp](http://support.practicepanther.com/en/articles/1017432-automated-email-campaigns-with-mailchimp.md): Using email campaigns with our MailChimp integration.
- [Sending emails to PracticePanther with MailSync](http://support.practicepanther.com/en/articles/648638-sending-emails-to-practicepanther-with-mailsync.md): Using MailSync to send emails to PracticePanther.
- [Benefits from syncing your contacts Mailsync Addresses](http://support.practicepanther.com/en/articles/479935-benefits-from-syncing-your-contacts-mailsync-addresses.md): Find your contact/matter MailSync address easier.
- [Syncing my iCloud account to PracticePanther](http://support.practicepanther.com/en/articles/480018-syncing-my-icloud-account-to-practicepanther.md): How to sync your iCloud account to PracticePanther for Email Archiving via Labelsync
- [Syncing Yahoo Mail](http://support.practicepanther.com/en/articles/480023-syncing-yahoo-mail.md): Sync your Yahoo email.
- [Syncing my AOL account to PracticePanther](http://support.practicepanther.com/en/articles/480027-syncing-my-aol-account-to-practicepanther.md): Sync your AOL account to PracticePanther for Email Archiving via Labelsync
- [Link a GoDaddy email account to PracticePanther](http://support.practicepanther.com/en/articles/480021-link-a-godaddy-email-account-to-practicepanther.md): Link your GoDaddy email account to PracticePanther for archiving.
- [Syncing my Outlook.com, Hotmail, or Windows Live accounts to PracticePanther](http://support.practicepanther.com/en/articles/480022-syncing-my-outlook-com-hotmail-or-windows-live-accounts-to-practicepanther.md): Sync your Outlook, Hotmail, or Windows Live account to PracticePanther for Email Archiving via LabelSync
- [Emailing from PracticePanther](http://support.practicepanther.com/en/articles/1717366-emailing-from-practicepanther.md): Sending and archiving emails from PracticePanther.
- [Automatically syncing emails from Outlook](http://support.practicepanther.com/en/articles/1618326-automatically-syncing-emails-from-outlook.md): Automatically forward your emails from Exchange/Outlook to PracticePanther.
- [Fixing email sync when some Outlook folders are not showing](http://support.practicepanther.com/en/articles/479947-fixing-email-sync-when-some-outlook-folders-are-not-showing.md): Fix your email sync, when some Oulook folders are not showing via LabelSync

## Calendar & Events

- [Calendar Tutorial](http://support.practicepanther.com/en/articles/480006-calendar-tutorial.md): Creating an event/task in PracticePanther and integrating calendars.
- [How do I print my calendar?](http://support.practicepanther.com/en/articles/1837366-how-do-i-print-my-calendar.md): Get your calendar printed out in either a monthly, weekly, daily, or agenda style to keep track of your tasks and events.
- [How to search through your PracticePanther calendar.](http://support.practicepanther.com/en/articles/2056381-how-to-search-through-your-practicepanther-calendar.md): How to search for activities directly on your calendar.
- [Calculate a Deadline using the Date Calculator](http://support.practicepanther.com/en/articles/3488024-calculate-a-deadline-using-the-date-calculator.md): Figure out exactly what date your tasks or events should be due!
- [Federal Holidays](http://support.practicepanther.com/en/articles/9541198-federal-holidays.md): Federal Holidays
- [Court Rules Integration FAQ](http://support.practicepanther.com/en/articles/1188276-court-rules-integration-faq.md): All you need to know about our Court Rules/ LawToolBox integration.
- [Court Rules / LawToolBox integration tutorial](http://support.practicepanther.com/en/articles/1201517-court-rules-lawtoolbox-integration-tutorial.md): Integrate automated court rule deadlines into PracticePanther.
- [Calendar integration tutorial](http://support.practicepanther.com/en/articles/1363969-calendar-integration-tutorial.md): Integrating your calendar with PracticePanther.
- [Syncing your PracticePanther calendar with your Google Calendar](http://support.practicepanther.com/en/articles/479938-syncing-your-practicepanther-calendar-with-your-google-calendar.md): Everything you need to know about Google Calendar sync.
- [Syncing your PracticePanther calendar with your iPhone, iPod Touch, & iPads.](http://support.practicepanther.com/en/articles/480030-syncing-your-practicepanther-calendar-with-your-iphone-ipod-touch-ipads.md): Sync with your iCal on your mobile device.
- [Subscribing to your PracticerPanther calendar from Outlook.](http://support.practicepanther.com/en/articles/479909-subscribing-to-your-practicerpanther-calendar-from-outlook.md): Sync your calendar with Outlook.com.
- [Subscribe to your PracticePanther calendar with your Microsoft Outlook calendar](http://support.practicepanther.com/en/articles/479896-subscribe-to-your-practicepanther-calendar-with-your-microsoft-outlook-calendar.md): Sync your calendar with Microsoft Outlook.
- [Syncing your PracticePanther calendar with your Mac calendar.](http://support.practicepanther.com/en/articles/479859-syncing-your-practicepanther-calendar-with-your-mac-calendar.md): Sync your calendar and events with your Mac calendar.
- [Installing the Microsoft Office 365 Calendar Sync](http://support.practicepanther.com/en/articles/6605038-installing-the-microsoft-office-365-calendar-sync.md): How to sync your Outlook and PracticePanther calendars.
- [How to assign multiple people to an event.](http://support.practicepanther.com/en/articles/479904-how-to-assign-multiple-people-to-an-event.md): Assigning multiple people to your event.
- [How to change the calendar color of a user.](http://support.practicepanther.com/en/articles/1695152-how-to-change-the-calendar-color-of-a-user.md): Change the color on the calendar for your users.
- [Track Company Events with Activity Tags](http://support.practicepanther.com/en/articles/2869438-track-company-events-with-activity-tags.md): Utilize Activity Tags to reserve office space on your firm calendar.
- [How to assign and email an event to another user or client.](http://support.practicepanther.com/en/articles/479892-how-to-assign-and-email-an-event-to-another-user-or-client.md): Assign and email your event to another user or client.
- [Private tasks/events](http://support.practicepanther.com/en/articles/1719702-private-tasks-events.md): Make your events or tasks private or hidden to other users.
- [How do I invite my contacts to an event with the client portal?](http://support.practicepanther.com/en/articles/480026-how-do-i-invite-my-contacts-to-an-event-with-the-client-portal.md): Invite your contacts to an event with the client portal.
- [How do I import my current Outlook events into PracticePanther?](http://support.practicepanther.com/en/articles/661595-how-do-i-import-my-current-outlook-events-into-practicepanther.md): Import your current Outlook events into PracticePanther.
- [How do I Import my Current Google Events into PracticePanther?](http://support.practicepanther.com/en/articles/661605-how-do-i-import-my-current-google-events-into-practicepanther.md): Import your current Google events into PracticePanther.
- [Creating reminders for tasks & events](http://support.practicepanther.com/en/articles/1603465-creating-reminders-for-tasks-events.md): Creating reminders/alerts for your tasks and events.
- [How to stop repeating/reoccurring events or tasks.](http://support.practicepanther.com/en/articles/1407987-how-to-stop-repeating-reoccurring-events-or-tasks.md): Deleting a repeating event or task.
- [How do I customize tasks and events reminders?](http://support.practicepanther.com/en/articles/1638030-how-do-i-customize-tasks-and-events-reminders.md): Creating different types of reminders for your tasks and events.
- [How to turn off your daily agenda emails.](http://support.practicepanther.com/en/articles/480011-how-to-turn-off-your-daily-agenda-emails.md): Turn off your daily agenda emails.
- [How do I view my calendar in agenda view?](http://support.practicepanther.com/en/articles/479871-how-do-i-view-my-calendar-in-agenda-view.md): View your calendar in agenda view.
- [How do I fix the timezone of my Google Calendar?](http://support.practicepanther.com/en/articles/479955-how-do-i-fix-the-timezone-of-my-google-calendar.md): Fixing your timezone on your Google Calendar.
- [What do I do when I have duplicate PracticePanther calendars in my Google calendar account?](http://support.practicepanther.com/en/articles/479884-what-do-i-do-when-i-have-duplicate-practicepanther-calendars-in-my-google-calendar-account.md): Having duplicate PracticePanther Calendars in Google Calendar account.

## Tasks & Workflows

- [Tasks Tutorial](http://support.practicepanther.com/en/articles/480005-tasks-tutorial.md): Creating and organizing your work activities
- [Automating Task & Event Workflows](http://support.practicepanther.com/en/articles/480078-automating-task-event-workflows.md): Automate your firm using pre-set lists of tasks per case type
- [Branching Workflows](http://support.practicepanther.com/en/articles/1143419-branching-workflows.md): Branching out your Workflows.
- [How do I export my tasks?](http://support.practicepanther.com/en/articles/479860-how-do-i-export-my-tasks.md): Exporting your tasks out of PracticePanther.
- [Conditional Tasks & Workflows](http://support.practicepanther.com/en/articles/3727892-conditional-tasks-workflows.md): Control when tasks hit your agenda and become due with our new trigger-based rules for due dates.
- [How do I sort my tasks?](http://support.practicepanther.com/en/articles/479873-how-do-i-sort-my-tasks.md): Sorting your tasks
- [How do I assign a task to my client?](http://support.practicepanther.com/en/articles/479887-how-do-i-assign-a-task-to-my-client.md): Assign a task to your client
- [How do I see incomplete tasks assigned to other users?](http://support.practicepanther.com/en/articles/660912-how-do-i-see-incomplete-tasks-assigned-to-other-users.md): See your incomplete task assigned to other users.
- [How do I complete multiple tasks?](http://support.practicepanther.com/en/articles/661454-how-do-i-complete-multiple-tasks.md): Mark multiple tasks as completed with the batch edit feature
- [How do I set up recurring events and tasks?](http://support.practicepanther.com/en/articles/480081-how-do-i-set-up-recurring-events-and-tasks.md): Set up your recurring events and task.
- [Track Your Team's Productivity with Tasks](http://support.practicepanther.com/en/articles/2170464-track-your-team-s-productivity-with-tasks.md)
- [Completed By Tasks](http://support.practicepanther.com/en/articles/10004052-completed-by-tasks.md): Organizing tasks by the user or contact responsible for completing them.
- [How to sync tasks from PracticePanther to Google](http://support.practicepanther.com/en/articles/1082771-how-to-sync-tasks-from-practicepanther-to-google.md): Sync your PracticePanther tasks to Google Tasks
- [How do I reapply a workflow when an event date is re-scheduled?](http://support.practicepanther.com/en/articles/1081997-how-do-i-reapply-a-workflow-when-an-event-date-is-re-scheduled.md): Reapplying your workflow when an event date is re-scheduled.

## Attorney Commission and Productivity

- [Billing Analysis Report](http://support.practicepanther.com/en/articles/12752714-billing-analysis-report.md): Understanding your business from billable to billed.
- [How to use the Originating Attorney Report in PracticePanther](http://support.practicepanther.com/en/articles/975736-how-to-use-the-originating-attorney-report-in-practicepanther.md): Creating Originating Attorney Report.
- [Using the Productivity Report to Track Billed Time vs Collected Payments](http://support.practicepanther.com/en/articles/2679720-using-the-productivity-report-to-track-billed-time-vs-collected-payments.md): Compare how much has been billed and paid for a certain time period!
- [How do I track commission using the Originating Attorney Report?](http://support.practicepanther.com/en/articles/2195621-how-do-i-track-commission-using-the-originating-attorney-report.md): Paying out commission based on hours billed, using the originating attorney report.
- [Customized Commission Reports using Tags](http://support.practicepanther.com/en/articles/3578671-customized-commission-reports-using-tags.md)

## Reports

- [5 Saved Reports That Will Help Your Business](http://support.practicepanther.com/en/articles/8834841-5-saved-reports-that-will-help-your-business.md)
- [How to Use Saved Reports](http://support.practicepanther.com/en/articles/8224641-how-to-use-saved-reports.md): How you can save the columns and filters of grid views.
- [How to Share Saved Reports](http://support.practicepanther.com/en/articles/9062140-how-to-share-saved-reports.md): How you can share Saved Reports with other users.

## Client Intake Forms

- [Intake forms tutorial](http://support.practicepanther.com/en/articles/479841-intake-forms-tutorial.md): Creating and using intake forms.
- [Automate Your Intake Process by Syncing with Lawmatics](http://support.practicepanther.com/en/articles/2129711-automate-your-intake-process-by-syncing-with-lawmatics.md)
- [Using Intake Forms](http://support.practicepanther.com/en/articles/479981-using-intake-forms.md): Getting your intake form filled out.
- [Printing a blank Intake Form](http://support.practicepanther.com/en/articles/1594341-printing-a-blank-intake-form.md): This article will show you how to print a blank intake form to be filled out in person.
- [Editing an intake form once it’s been submitted](http://support.practicepanther.com/en/articles/479870-editing-an-intake-form-once-it-s-been-submitted.md): Editing your intake form after it's been created.
- [Creating an intake form that can update information for an existing contact and/or matter](http://support.practicepanther.com/en/articles/480098-creating-an-intake-form-that-can-update-information-for-an-existing-contact-and-or-matter.md): Applying an intake form that can update information for your existing contact and/or matter.
- [Adjusting the print out of Intake Forms](http://support.practicepanther.com/en/articles/2208752-adjusting-the-print-out-of-intake-forms.md): Adjust the scaling of your Intake Form printouts to make sure it comes out exactly how you need!
- [Automatically email your clients after they submit an intake form via MailChimp](http://support.practicepanther.com/en/articles/1651564-automatically-email-your-clients-after-they-submit-an-intake-form-via-mailchimp.md): Send automated emails to contacts that fill out your intake form.
- [Making Quarterly Reviews with Intake Forms](http://support.practicepanther.com/en/articles/2142116-making-quarterly-reviews-with-intake-forms.md): Let Intake Forms make life in the office a breeze by letting it manage your Quarterly Reviews and facilitating the whole process!
- [Creating a client satisfaction survey with intake forms](http://support.practicepanther.com/en/articles/1590050-creating-a-client-satisfaction-survey-with-intake-forms.md): Creating a survey using intake forms.
- [Grouping contacts for MailChimp by client satisfaction scores](http://support.practicepanther.com/en/articles/2186419-grouping-contacts-for-mailchimp-by-client-satisfaction-scores.md): How to respond to client satisfactions survey scores through tags using MailChimp.
- [Integrating an intake form to my website using WordPress](http://support.practicepanther.com/en/articles/1598778-integrating-an-intake-form-to-my-website-using-wordpress.md): Integrating intake forms onto your website.
- [Embedding an intake form in a website](http://support.practicepanther.com/en/articles/479850-embedding-an-intake-form-in-a-website.md): Add your intake form to a Wordpress website.
- [Inviting your immigration clients to intelligent questionnaires using Docketwise / Borderwise](http://support.practicepanther.com/en/articles/1785120-inviting-your-immigration-clients-to-intelligent-questionnaires-using-docketwise-borderwise.md): Save time collecting important information about your immigration clients using Docketwise.

## Document Management & Automation

- [Save Time Preparing Documents with eSignature Templates!](http://support.practicepanther.com/en/articles/11680715-save-time-preparing-documents-with-esignature-templates.md): Learn how to utilize eSignature Templates to automate delivery of eSignature requests.
- [Box.com Integration Tutorial](http://support.practicepanther.com/en/articles/479867-box-com-integration-tutorial.md): Sync your Box account with your PracticePanther.
- [Dropbox Integration Tutorial](http://support.practicepanther.com/en/articles/479865-dropbox-integration-tutorial.md): Sync your Dropbox account with PracticePanther.
- [Google Drive Integration Tutorial](http://support.practicepanther.com/en/articles/2725915-google-drive-integration-tutorial.md): Syncing Google Drive PracticePanther.
- [OneDrive Integration Tutorial](http://support.practicepanther.com/en/articles/2725921-onedrive-integration-tutorial.md): Sync your OneDrive account with PracticePanther.
- [Document Templates Tutorial](http://support.practicepanther.com/en/articles/479838-document-templates-tutorial.md): Creating and using document templates.
- [Getting information from other contacts on my document template](http://support.practicepanther.com/en/articles/480119-getting-information-from-other-contacts-on-my-document-template.md): Getting information from other contacts on your document templates.
- [Adding company contacts to document templates](http://support.practicepanther.com/en/articles/1072394-adding-company-contacts-to-document-templates.md): Adding secondary contact information onto document templates.
- [Capitalizing document template fields](http://support.practicepanther.com/en/articles/1868290-capitalizing-document-template-fields.md): Making the information in document templates populate capitalized.
- [Getting the current date on Document Templates via Word](http://support.practicepanther.com/en/articles/1187214-getting-the-current-date-on-document-templates-via-word.md): Insert today's date on a PC or Mac on your document templates.
- [Editing documents in Box with Box Tools and Box Sync](http://support.practicepanther.com/en/articles/2590134-editing-documents-in-box-with-box-tools-and-box-sync.md): Allows you to use your PC software to make edits to documents in your Box.
- [Keeping contacts and matters from syncing over to Box.com or Dropbox](http://support.practicepanther.com/en/articles/480120-keeping-contacts-and-matters-from-syncing-over-to-box-com-or-dropbox.md): Prevent certain contacts and matter from syncing to your Box.com or Dropbox.
- [Integrating DocuSign with Box](http://support.practicepanther.com/en/articles/1385430-integrating-docusign-with-box.md): Allow your clients to sign document digitally through DocuSign.
- [Sharing files in the client portal using Box](http://support.practicepanther.com/en/articles/2165866-sharing-files-in-the-client-portal-using-box.md): How to share files with your clients using Box.
- [Fixing the "Reconnect to Box" warning](http://support.practicepanther.com/en/articles/1796452-fixing-the-reconnect-to-box-warning.md): Fixing a broken Box sync due to seperate Box accounts being synced at the same time.
- [Properly Re-syncing Box with PracticePanther](http://support.practicepanther.com/en/articles/2142543-properly-re-syncing-box-with-practicepanther.md): Learn how to reconnect your Box account to PracticePanther.
- [Fixing Box file sync to my desktop](http://support.practicepanther.com/en/articles/479893-fixing-box-file-sync-to-my-desktop.md): Box.com stopped syncing files to your desktop.
- [Troubleshooting Dropbox sync](http://support.practicepanther.com/en/articles/479852-troubleshooting-dropbox-sync.md): Troubleshooting guide to your Dropbox Sync.
- [Fixing the Mimetype error](http://support.practicepanther.com/en/articles/2670914-fixing-the-mimetype-error.md): Fix the Mimetype error with document templates.
- [Dropbox stopped syncing files to my desktop](http://support.practicepanther.com/en/articles/872720-dropbox-stopped-syncing-files-to-my-desktop.md)

## Client Portal

- [Client portal tutorial](http://support.practicepanther.com/en/articles/480058-client-portal-tutorial.md): Stay in touch with your clients like never before with our client portal.
- [What does the Client Portal look like to my clients?](http://support.practicepanther.com/en/articles/479922-what-does-the-client-portal-look-like-to-my-clients.md): Your clients view once logged into the Client Portal.
- [Integrate the Client Portal button into your website using WordPress.](http://support.practicepanther.com/en/articles/1479974-integrate-the-client-portal-button-into-your-website-using-wordpress.md): Integrating the button to the client portal into your website.
- [Using the Client Portal to Communicate with your Attorney](http://support.practicepanther.com/en/articles/593609-using-the-client-portal-to-communicate-with-your-attorney.md): Instructions for your clients to access their Client Portal.
- [Viewing your Operating and Trust/Escrow Account Balances.](http://support.practicepanther.com/en/articles/479978-viewing-your-operating-and-trust-escrow-account-balances.md): View your operating and trust account balance in client portal.
- [How to login to your Client portal](http://support.practicepanther.com/en/articles/480002-how-to-login-to-your-client-portal.md): Logging into your client portal.
- [Sending a Secure Encrypted Message to your Attorney.](http://support.practicepanther.com/en/articles/480038-sending-a-secure-encrypted-message-to-your-attorney.md): Send a secure encrypted message to your attorney.
- [Viewing your invoices in the client portal.](http://support.practicepanther.com/en/articles/2118416-viewing-your-invoices-in-the-client-portal.md): View and invoices sent to you in the client portal.
- [Resetting your password for the Client portal](http://support.practicepanther.com/en/articles/479895-resetting-your-password-for-the-client-portal.md): Reset your client portal password.
- [Inviting your contacts to the Client portal.](http://support.practicepanther.com/en/articles/479948-inviting-your-contacts-to-the-client-portal.md): Invite your contacts to the client portal.
- [Using security roles to limit a user from seeing secure messages](http://support.practicepanther.com/en/articles/1069119-using-security-roles-to-limit-a-user-from-seeing-secure-messages.md): Using security roles to limit a user from seeing your secure message.
- [Assigning tasks to your clients using the client portal.](http://support.practicepanther.com/en/articles/593530-assigning-tasks-to-your-clients-using-the-client-portal.md): Assign a task to your clients over the portal.
- [Knowing when a client completed a task in the Client portal](http://support.practicepanther.com/en/articles/479980-knowing-when-a-client-completed-a-task-in-the-client-portal.md): Check when your client completed a task in the client portal.
- [Sending a secure message to your client using the Client portal](http://support.practicepanther.com/en/articles/480036-sending-a-secure-message-to-your-client-using-the-client-portal.md): Send a secure message to your client using the client portal.
- [Sharing files with clients using the Client portal](http://support.practicepanther.com/en/articles/479963-sharing-files-with-clients-using-the-client-portal.md): Share files with your clients using the client portal.
- [Activating the Client portal for a Company](http://support.practicepanther.com/en/articles/2350185-activating-the-client-portal-for-a-company.md): How to make a client portal for company contacts.
- [Resetting the Client portal](http://support.practicepanther.com/en/articles/2309193-resetting-the-client-portal.md): How to restart the client portal.
- [Attaching multiple files to a single secure message.](http://support.practicepanther.com/en/articles/479880-attaching-multiple-files-to-a-single-secure-message.md): Attached multiple files to single secure message.
- [Sending text message reminders to your clients.](http://support.practicepanther.com/en/articles/479951-sending-text-message-reminders-to-your-clients.md): Send text message reminders to your clients.
- [Adding a User who has used their email for the Client portal](http://support.practicepanther.com/en/articles/479899-adding-a-user-who-has-used-their-email-for-the-client-portal.md): Not being able to add a user into the software because he created an account with client portal.

## Accounting

- [What is the New & Improved Trust Accounting with PantherAccounting Plus?](http://support.practicepanther.com/en/articles/7921084-what-is-the-new-improved-trust-accounting-with-pantheraccounting-plus.md)
- [What additional features does PantherAccounting Plus provide that are not included in the other plans?](http://support.practicepanther.com/en/articles/7241731-what-additional-features-does-pantheraccounting-plus-provide-that-are-not-included-in-the-other-plans.md): A brief overview of all the accounting features included in our newest expansion
- [Best Practices for Trust and Operating Accounting](http://support.practicepanther.com/en/articles/11712127-best-practices-for-trust-and-operating-accounting.md): Guidelines and recommendations for Accurate, Compliant Legal Accounting
- [Glossary of Accounting Terms](http://support.practicepanther.com/en/articles/11712495-glossary-of-accounting-terms.md): Definitions of common accounting terms used in law firm finance.
- [Onboarding to PantherAccounting Plus](http://support.practicepanther.com/en/articles/11712158-onboarding-to-pantheraccounting-plus.md): Everything you need to know to get started with PantherAccounting Plus!
- [PantherAccounting Plus Onboarding for Trust Accounting](http://support.practicepanther.com/en/articles/11712222-pantheraccounting-plus-onboarding-for-trust-accounting.md): Everything you need to know about onboarding your trust accounts to PantherAccounting Plus!
- [PantherAccounting Plus Onboarding for Operating Accounting](http://support.practicepanther.com/en/articles/11712268-pantheraccounting-plus-onboarding-for-operating-accounting.md): Everything you need to know about onboarding your operating accounts to PantherAccounting Plus!
- [PantherAccounting Plus Onboarding Operating Accounting - Import Your Chart of Accounts](http://support.practicepanther.com/en/articles/11712356-pantheraccounting-plus-onboarding-operating-accounting-import-your-chart-of-accounts.md): How to import your chart of accounts from another accounting software application.
- [PantherAccounting Plus Permissions](http://support.practicepanther.com/en/articles/11712477-pantheraccounting-plus-permissions.md): Learn how to manage permissions in PantherAccounting Plus.
- [Retained Earnings - Opening Balance](http://support.practicepanther.com/en/articles/14362437-retained-earnings-opening-balance.md): Definition of Retained Earnings - Opening Balance used during PantherAccounting Plus Onboarding
- [PantherAccounting Plus - Snapshot](http://support.practicepanther.com/en/articles/13892642-pantheraccounting-plus-snapshot.md)
- [Accounts Receivable Overview](http://support.practicepanther.com/en/articles/14122948-accounts-receivable-overview.md): A comprehensive guide to understanding and managing Accounts Receivable in PracticePanther — from tracking outstanding invoices to running AR reports and automating payment reminders.
- [Viewing Account Ledgers - Banks and Credit Cards](http://support.practicepanther.com/en/articles/11721950-viewing-account-ledgers-banks-and-credit-cards.md)
- [Deposit Slips in PracticePanther](http://support.practicepanther.com/en/articles/9241860-deposit-slips-in-practicepanther.md)
- [How do I write and print checks in PracticePanther?](http://support.practicepanther.com/en/articles/791851-how-do-i-write-and-print-checks-in-practicepanther.md): Writing checks directly from PracticePanther
- [Review Bank Transactions: Matching Payments via Plaid](http://support.practicepanther.com/en/articles/14019242-review-bank-transactions-matching-payments-via-plaid.md): Learn how to view imported transactions, and match or create payments in PracticePanther.
- [How to Create a Starting Balance for a Credit Card](http://support.practicepanther.com/en/articles/15960594-how-to-create-a-starting-balance-for-a-credit-card.md): Steps for adding a credit card to PracticePanther after onboarding and recording its existing \(starting\) balance.
- [Review Bank Transactions: Batch Create Payments and Expenses](http://support.practicepanther.com/en/articles/16222824-review-bank-transactions-batch-create-payments-and-expenses.md): Learn how to select multiple imported bank transactions and create Contact Payments, Contact Expenses, or Firm Payments in a single workflow.
- [Review Bank Transactions: Excluding Transactions](http://support.practicepanther.com/en/articles/16601311-review-bank-transactions-excluding-transactions.md): Learn how to exclude non-matchable bank transactions from your Review Bank Transactions queue, undo a recent exclusion, and view your full Excluded History.
- [Review Bank Transactions: Connecting Your Bank](http://support.practicepanther.com/en/articles/16649086-review-bank-transactions-connecting-your-bank.md): Connect and disconnect bank accounts using Plaid to enable bank transaction review within PracticePanther
- [Payee Management](http://support.practicepanther.com/en/articles/14169454-payee-management.md): Learn how to set up and manage payees \(vendors\) in PracticePanther for use with PantherAccounting Plus — including creating payee contacts, configuring 1099 settings, and using tags for easy filter...
- [Firm Payments](http://support.practicepanther.com/en/articles/11722537-firm-payments.md): Understanding firm payments and when to use them.
- [Perform a Trust Reconciliation](http://support.practicepanther.com/en/articles/7827645-perform-a-trust-reconciliation.md)
- [Perform an Operating Account Reconciliation](http://support.practicepanther.com/en/articles/11722556-perform-an-operating-account-reconciliation.md): Learn how to reconcile your firm's operating accounts and credit card accounts to ensure accurate financial records.
- [What is a Three-Way Trust Reconciliation?](http://support.practicepanther.com/en/articles/7938558-what-is-a-three-way-trust-reconciliation.md)
- [What is the difference between a Three-Way Reconciliation and a Detailed Reconciliation?](http://support.practicepanther.com/en/articles/7938561-what-is-the-difference-between-a-three-way-reconciliation-and-a-detailed-reconciliation.md)
- [How Do I Print a Three-Way Trust Reconciliation or a Detailed Reconciliation?](http://support.practicepanther.com/en/articles/7829465-how-do-i-print-a-three-way-trust-reconciliation-or-a-detailed-reconciliation.md)
- [How can I digitally sign and review a completed Trust Reconciliation?](http://support.practicepanther.com/en/articles/7829511-how-can-i-digitally-sign-and-review-a-completed-trust-reconciliation.md)
- [How do I upload a bank statement for my Account Reconciliations?](http://support.practicepanther.com/en/articles/7938549-how-do-i-upload-a-bank-statement-for-my-account-reconciliations.md)
- [How do I view the history of my past Bank Account and Credit Card Reconciliations?](http://support.practicepanther.com/en/articles/7921192-how-do-i-view-the-history-of-my-past-bank-account-and-credit-card-reconciliations.md)
- [Deleting a Reconciliation](http://support.practicepanther.com/en/articles/11722599-deleting-a-reconciliation.md)
- [Editing a Payment in a Reconciled Period](http://support.practicepanther.com/en/articles/11722620-editing-a-payment-in-a-reconciled-period.md): Understand how to edit a payment that is included in a previously reconciled period.
- [What’s the difference between the Account Reconciliation in PantherAccounting Plus and the previous method of reconciling accounts?](http://support.practicepanther.com/en/articles/7938763-what-s-the-difference-between-the-account-reconciliation-in-pantheraccounting-plus-and-the-previous-method-of-reconciling-accounts.md)
- [Recording Internal Transfers Involving Unspecified Funds](http://support.practicepanther.com/en/articles/14465283-recording-internal-transfers-involving-unspecified-funds.md)
- [Recording Interest](http://support.practicepanther.com/en/articles/14022140-recording-interest.md): This will walk you through the steps on how to properly record interest in PantherAccounting Plus.
- [Understanding Chart of Accounts](http://support.practicepanther.com/en/articles/11712293-understanding-chart-of-accounts.md): Understanding how accounts are categorized in legal accounting.
- [Using Chart of Accounts](http://support.practicepanther.com/en/articles/11993037-using-chart-of-accounts.md): Where to use Chart of Accounts throughout PracticePanther.
- [How to View Your Chart of Accounts](http://support.practicepanther.com/en/articles/11722000-how-to-view-your-chart-of-accounts.md)
- [How to Add an Account to Your Chart of Accounts](http://support.practicepanther.com/en/articles/11712323-how-to-add-an-account-to-your-chart-of-accounts.md)
- [How to Archive an Account](http://support.practicepanther.com/en/articles/11722494-how-to-archive-an-account.md)
- [What is a Journal Entry?](http://support.practicepanther.com/en/articles/11722503-what-is-a-journal-entry.md)
- [When to Use Journal Entries vs. Payments](http://support.practicepanther.com/en/articles/11722518-when-to-use-journal-entries-vs-payments.md)
- [Memorized Journal Entries](http://support.practicepanther.com/en/articles/11722525-memorized-journal-entries.md)
- [Journal Entries for Payment Applications](http://support.practicepanther.com/en/articles/12001145-journal-entries-for-payment-applications.md)
- [Why am I unable to edit some fields on payments and invoices when a payment has been applied?](http://support.practicepanther.com/en/articles/11386286-why-am-i-unable-to-edit-some-fields-on-payments-and-invoices-when-a-payment-has-been-applied.md)
- [Trial Balance](http://support.practicepanther.com/en/articles/11728329-trial-balance.md)
- [General Ledger Report](http://support.practicepanther.com/en/articles/11728353-general-ledger-report.md)
- [Balance Sheet](http://support.practicepanther.com/en/articles/11728372-balance-sheet.md)
- [Profit and Loss Statement](http://support.practicepanther.com/en/articles/11728392-profit-and-loss-statement.md)
- [Custom Operating Reports](http://support.practicepanther.com/en/articles/11728407-custom-operating-reports.md)
- [Cash Flow Statement](http://support.practicepanther.com/en/articles/14126113-cash-flow-statement.md)

## Users & Access Control

- [Access levels tutorial](http://support.practicepanther.com/en/articles/480113-access-levels-tutorial.md): Limiting other users from PracticePanther features.
- [Adding a new user](http://support.practicepanther.com/en/articles/480096-adding-a-new-user.md): How to add a new user to your PracticePanther account.
- [Deactivating and reactivating users](http://support.practicepanther.com/en/articles/479878-deactivating-and-reactivating-users.md): How to deactivate or reactivate a user in your account.
- [Limiting which IP address or location your users can use to access PracticePanther](http://support.practicepanther.com/en/articles/2293900-limiting-which-ip-address-or-location-your-users-can-use-to-access-practicepanther.md): Only allow your users to access PracticePanther from certain IP addresses or routers.
- [Save Time when Assigning Users with User Groups](http://support.practicepanther.com/en/articles/2828514-save-time-when-assigning-users-with-user-groups.md): Create groups of users to assign many users in one click!
- [Sorting my users by last name instead of first name](http://support.practicepanther.com/en/articles/479881-sorting-my-users-by-last-name-instead-of-first-name.md): Sort your users by last name instead of first name.
- [Blocking users from specific contacts](http://support.practicepanther.com/en/articles/480003-blocking-users-from-specific-contacts.md): How to block a user from seeing contacts that are not assigned to them.
- [How can I use the email address of an old PracticePanther account with a new account?](http://support.practicepanther.com/en/articles/479888-how-can-i-use-the-email-address-of-an-old-practicepanther-account-with-a-new-account.md): Use the email address of an old PracticePanther account with your new account.
- [Transferring ownership of your account](http://support.practicepanther.com/en/articles/480037-transferring-ownership-of-your-account.md): How to make another user the owner of the account.
- [Privacy mode](http://support.practicepanther.com/en/articles/1362816-privacy-mode.md)
- [Troubleshooting when I can not login to my account](http://support.practicepanther.com/en/articles/479919-troubleshooting-when-i-can-not-login-to-my-account.md): Not being able to login into your account.
- ["You don't have permission to access this page"](http://support.practicepanther.com/en/articles/479901-you-don-t-have-permission-to-access-this-page.md): Not having the necessary permissions to complete an action.
- [Editing your time zone](http://support.practicepanther.com/en/articles/479933-editing-your-time-zone.md): Fix incorrect dates in the software by editing your time zone.
- [Adding a user that signed up separately](http://support.practicepanther.com/en/articles/479890-adding-a-user-that-signed-up-separately.md): How to add a user that signed up separately to another account.

## Import

- [Data migration process](http://support.practicepanther.com/en/articles/1150157-data-migration-process.md): Everything you need to know about the Import & Migration process.
- [Importing your contacts and matters from another software.](http://support.practicepanther.com/en/articles/480015-importing-your-contacts-and-matters-from-another-software.md): How to import contacts and matters from another software?
- [How to Import Expenses](http://support.practicepanther.com/en/articles/4658969-how-to-import-expenses.md): Importing expenses into PracticePanther
- [How to Export Data from Abacus](http://support.practicepanther.com/en/articles/4428885-how-to-export-data-from-abacus.md): Migrating to PracticePanther from Abacus
- [How to Export Data from Amicus](http://support.practicepanther.com/en/articles/4428917-how-to-export-data-from-amicus.md): Migrating to PracticePanther from Amicus
- [How to Export from Bill4Time](http://support.practicepanther.com/en/articles/4429059-how-to-export-from-bill4time.md): Migrating to PracticePanther from Bill4Time
- [How to Export Data from Clio](http://support.practicepanther.com/en/articles/4429004-how-to-export-data-from-clio.md): Migrate to PracticePanther from Clio
- [How to Export Data from Cosmolex](http://support.practicepanther.com/en/articles/4429061-how-to-export-data-from-cosmolex.md): Migrating to PracticePanther from Cosmolex
- [How to Export Data from MyCase](http://support.practicepanther.com/en/articles/4429021-how-to-export-data-from-mycase.md): Migrating to PracticePanther from MyCase
- [How to Export Data from Outlook](http://support.practicepanther.com/en/articles/4429072-how-to-export-data-from-outlook.md): Migrating to PracticePanther from Outlook
- [How to Export Data from PCLaw](http://support.practicepanther.com/en/articles/4429029-how-to-export-data-from-pclaw.md): Migrating to PracticePanther from PCLaw
- [How to Export Data from TimeSlips](http://support.practicepanther.com/en/articles/4429044-how-to-export-data-from-timeslips.md): This article goes over how to export data from TimeSlips for use in the data migration process.
- [How to Import Tasks](http://support.practicepanther.com/en/articles/4662846-how-to-import-tasks.md): Importing Tasks into PracticePanther
- [How to Export Data out of TABS/Practice Master](http://support.practicepanther.com/en/articles/4779078-how-to-export-data-out-of-tabs-practice-master.md): This article will go over instructions on exporting data out of TABS/Practice Master for use in the data migration process.
- [How to Export Data from Time Matters](http://support.practicepanther.com/en/articles/4429030-how-to-export-data-from-time-matters.md): Migrating to PracticePanther from Time Matters
- [How to Import Time Entries](http://support.practicepanther.com/en/articles/4499610-how-to-import-time-entries.md): Importing time entries into PracticePanther
- [How to Export Data from Caret Legal](http://support.practicepanther.com/en/articles/10874463-how-to-export-data-from-caret-legal.md): This article goes over how to export your data from Caret Legal for use in the data migration process.
- [How to Export Data from Outlook](http://support.practicepanther.com/en/articles/10874503-how-to-export-data-from-outlook.md): This article goes over how to export calendar data from Outlook for use in the data migration process.
- [How to Export Calendar from Yahoo](http://support.practicepanther.com/en/articles/10874515-how-to-export-calendar-from-yahoo.md): This article goes over how to export calendar data from Yahoo for use in the data migration process.
- [How to Export Data from Firm Central](http://support.practicepanther.com/en/articles/10874521-how-to-export-data-from-firm-central.md): This article goes over how to export data from Firm Central for use in the data migration process.
- [How to Export Data from Leap](http://support.practicepanther.com/en/articles/10874529-how-to-export-data-from-leap.md): This article goes over how to export data from Leap for use in the data migration process.
- [How to Export Data from Needles](http://support.practicepanther.com/en/articles/10874533-how-to-export-data-from-needles.md): This article goes over how to export data from Needles for use in the data migration process.
- [How to Export Data from RocketMatter](http://support.practicepanther.com/en/articles/10874536-how-to-export-data-from-rocketmatter.md): This article goes over how to export data from RocketMatter for use in the data migration process.
- [How to Export Data from Time59](http://support.practicepanther.com/en/articles/10874543-how-to-export-data-from-time59.md): This article goes over how to export data from Time59 for use in the data migration process.
- [How to Export Data from Case Fox](http://support.practicepanther.com/en/articles/10874555-how-to-export-data-from-case-fox.md): This article goes over how to export data from Case Fox for use in the data migration process.
- [How to Export Data from Ez Law](http://support.practicepanther.com/en/articles/10874557-how-to-export-data-from-ez-law.md): This article goes over how to export data from Ez Law for use in the data migration process.
- [How to Export Data from File Maker](http://support.practicepanther.com/en/articles/10874561-how-to-export-data-from-file-maker.md): This article goes over how to export data from File Maker for use in the data migration process.
- [How to Export Data from FirmCentral](http://support.practicepanther.com/en/articles/10874567-how-to-export-data-from-firmcentral.md): This article goes over how to export data from FirmCentral for use in the data migration process.
- [How to Export Data from Freshbooks](http://support.practicepanther.com/en/articles/10874572-how-to-export-data-from-freshbooks.md): This article goes over how to export data from Freshbooks for use in the data migration process.
- [How to Export Data from Harvest](http://support.practicepanther.com/en/articles/10874580-how-to-export-data-from-harvest.md): This article goes over how to export data from Harvest for use in the data migration process.
- [How to Export Data from Inszoom](http://support.practicepanther.com/en/articles/10874589-how-to-export-data-from-inszoom.md): This article goes over how to export data from Inszoom for use in the data migration process.
- [How to Export Data from Juris](http://support.practicepanther.com/en/articles/10874605-how-to-export-data-from-juris.md): This article goes over how to export data from Juris for use in the data migration process.
- [How to Import Events](http://support.practicepanther.com/en/articles/4659479-how-to-import-events.md): Importing Events into PracticePanther
- [Importing using the correct file type.](http://support.practicepanther.com/en/articles/480051-importing-using-the-correct-file-type.md): What type of files can I use to import my data?
- [What can I import into PracticePanther?](http://support.practicepanther.com/en/articles/479959-what-can-i-import-into-practicepanther.md): Importing your old time entries, contacts, events, notes, tasks, or expenses from another software.
- [Adding overdue balances from your previous software](http://support.practicepanther.com/en/articles/824876-adding-overdue-balances-from-your-previous-software.md): How do I add Overdue Balances from my previous software?
- [Importing multiple matters for a single contact](http://support.practicepanther.com/en/articles/479954-importing-multiple-matters-for-a-single-contact.md): How do I import 2 or more matters for the same contact?
- [Import duration](http://support.practicepanther.com/en/articles/480039-import-duration.md): How long does it take for the import to complete?
- [Adding tags during your imports.](http://support.practicepanther.com/en/articles/480047-adding-tags-during-your-imports.md): Can I add tags during the import?
- [Importing different kind of data from my prior software](http://support.practicepanther.com/en/articles/480035-importing-different-kind-of-data-from-my-prior-software.md): My old software has 1 file for contacts and 1 file for matters, how can I merge the data to import both on 1 file?
- [Assigning contacts and matters to different attorneys when you do an import](http://support.practicepanther.com/en/articles/480041-assigning-contacts-and-matters-to-different-attorneys-when-you-do-an-import.md): How do I assign contacts and matters to different attorneys when I do an import?
- [Import error](http://support.practicepanther.com/en/articles/479982-import-error.md): What can cause an import error?
- [Knowing which contact or matter failed to import](http://support.practicepanther.com/en/articles/480053-knowing-which-contact-or-matter-failed-to-import.md): When the import is complete and there are errors, how do I know which contacts/matters failed to import?

## Zapier/API

- [Automating my firm with Zapier](http://support.practicepanther.com/en/articles/1792363-automating-my-firm-with-zapier.md): Connect PracticePanther with some of your favorite software using Zapier.
- [Using PracticePanther templates with the Zapier integration](http://support.practicepanther.com/en/articles/1745996-using-practicepanther-templates-with-the-zapier-integration.md): Setting up Zapier trigger templates in PracticePanther.
- [Receiving SMS text message notifications from PracticePanther through Zapier](http://support.practicepanther.com/en/articles/1808028-receiving-sms-text-message-notifications-from-practicepanther-through-zapier.md): Sending SMS text messages for specific triggers in PracticePanther
- [Integrating PracticePanther with FullContact Reader](http://support.practicepanther.com/en/articles/1812239-integrating-practicepanther-with-fullcontact-reader.md): Add your favorite contacts by scanning their business cards.
- [Integrating PracticePanther with OneNote](http://support.practicepanther.com/en/articles/1827384-integrating-practicepanther-with-onenote.md): Connecting PracticePanther and OneNote using Zapier.
- [Integrating PracticePanther with Todoist](http://support.practicepanther.com/en/articles/1803259-integrating-practicepanther-with-todoist.md): Setting up the Zapier integration with Todoist.
- [Integrating PracticePanther with EverNote](http://support.practicepanther.com/en/articles/1792610-integrating-practicepanther-with-evernote.md): Connecting PracticePanther and EverNote together through Zapier.
- [Integrating PracticePanther with Trello](http://support.practicepanther.com/en/articles/1796018-integrating-practicepanther-with-trello.md): Integrating PracticePanther with Trello
- [Fixing the "unsupported\_grant\_type" error](http://support.practicepanther.com/en/articles/479898-fixing-the-unsupported_grant_type-error.md): Solve the Zapier error message.
- [API Access](http://support.practicepanther.com/en/articles/480086-api-access.md): Get access to the API.
- [PracticePanther API](http://support.practicepanther.com/en/articles/479897-practicepanther-api.md): Using PracticePanther API.

## Updates

- [Release Notes - August 2026](http://support.practicepanther.com/en/articles/16225519-release-notes-august-2026.md)
- [Release Notes - July 2026](http://support.practicepanther.com/en/articles/15862163-release-notes-july-2026.md)
- [Release Notes - April 2026](http://support.practicepanther.com/en/articles/14301330-release-notes-april-2026.md)
- [Release Notes - February 2026](http://support.practicepanther.com/en/articles/13927397-release-notes-february-2026.md)
- [Release Notes - October 2025](http://support.practicepanther.com/en/articles/11748933-release-notes-october-2025.md)
- [Release Notes - June 16, 2025](http://support.practicepanther.com/en/articles/11564726-release-notes-june-16-2025.md)
- [Release Notes - April 8, 2025](http://support.practicepanther.com/en/articles/11029672-release-notes-april-8-2025.md): Enhanced experience for a faster and more flexible check printing process!
- [Release Notes - February 25, 2025](http://support.practicepanther.com/en/articles/10629199-release-notes-february-25-2025.md): Enhanced Payments & Ledgers features will make tracking finances easier than ever!
- [Release Notes - October 21, 2024](http://support.practicepanther.com/en/articles/10007403-release-notes-october-21-2024.md)
- [Release Notes - September 5, 2024](http://support.practicepanther.com/en/articles/9828649-release-notes-september-5-2024.md)
- [Release Notes - August 22, 2024](http://support.practicepanther.com/en/articles/9773207-release-notes-august-22-2024.md)
- [Release Notes - August 8, 2024](http://support.practicepanther.com/en/articles/9703373-release-notes-august-8-2024.md)
- [Release Notes - July 25, 2024](http://support.practicepanther.com/en/articles/9657753-release-notes-july-25-2024.md)
- [Release Notes - July 11, 2024](http://support.practicepanther.com/en/articles/9588524-release-notes-july-11-2024.md)
- [Release Notes - June 27, 2024](http://support.practicepanther.com/en/articles/9527705-release-notes-june-27-2024.md)
- [Release Notes - May 28, 2024](http://support.practicepanther.com/en/articles/9289567-release-notes-may-28-2024.md)
- [Release Notes - May 20, 2024](http://support.practicepanther.com/en/articles/9353945-release-notes-may-20-2024.md)
- [Release Notes - May 9, 2024](http://support.practicepanther.com/en/articles/9307084-release-notes-may-9-2024.md)
- [Release Notes - April 25, 2024](http://support.practicepanther.com/en/articles/9247565-release-notes-april-25-2024.md)
- [Release Notes - April 18, 2024](http://support.practicepanther.com/en/articles/9208497-release-notes-april-18-2024.md)
- [Release Notes - April 11, 2024](http://support.practicepanther.com/en/articles/9179435-release-notes-april-11-2024.md)
- [Release Notes - March 28, 2024](http://support.practicepanther.com/en/articles/9130841-release-notes-march-28-2024.md)
- [Release Notes - March 21, 2024](http://support.practicepanther.com/en/articles/9089073-release-notes-march-21-2024.md)
- [Release Notes - February 28, 2024](http://support.practicepanther.com/en/articles/8987576-release-notes-february-28-2024.md)
- [Release Notes - February 8, 2024](http://support.practicepanther.com/en/articles/8908039-release-notes-february-8-2024.md)
- [Release Notes - January 11, 2024](http://support.practicepanther.com/en/articles/8801838-release-notes-january-11-2024.md)
- [Release Notes - December 14, 2023](http://support.practicepanther.com/en/articles/8708932-release-notes-december-14-2023.md)
- [Release Notes - December 7, 2023](http://support.practicepanther.com/en/articles/8686000-release-notes-december-7-2023.md)
- [Release Notes - October 18, 2023](http://support.practicepanther.com/en/articles/8461565-release-notes-october-18-2023.md)
- [Release Notes - September 26, 2023](http://support.practicepanther.com/en/articles/8417046-release-notes-september-26-2023.md): Updates to timekeeper summaries and invoice features, as well as 35+ bug fixes.
- [Release Notes - June 7, 2023](http://support.practicepanther.com/en/articles/7921087-release-notes-june-7-2023.md)
- [Release Notes - March 30, 2023](http://support.practicepanther.com/en/articles/7208169-release-notes-march-30-2023.md)
- [Release Notes - February 21, 2023](http://support.practicepanther.com/en/articles/7017202-release-notes-february-21-2023.md)
- [All 2022 Release Notes](http://support.practicepanther.com/en/articles/5942083-all-2022-release-notes.md): Stay up-to-date on every new enhancement to PracticePanther in 2022
- [All 2021 Updates](http://support.practicepanther.com/en/articles/5137387-all-2021-updates.md): See every new feature PracticePanther released in 2021.
- [All 2020 Updates](http://support.practicepanther.com/en/articles/3673067-all-2020-updates.md): See every new feature PracticePanther released in 2020.

## Other

- [Dashboard Tutorial](http://support.practicepanther.com/en/articles/629220-dashboard-tutorial.md): This tutorial covers the various features located on your dashboard so that you can work smarter, not harder!
- [Navigating your help center](http://support.practicepanther.com/en/articles/2094563-navigating-your-help-center.md): Your place to find all the information you'll need to master PracticePanther.
- [Auto-Save Draft Entries!](http://support.practicepanther.com/en/articles/2855951-auto-save-draft-entries.md): Bring back work that was lost to poor internet connection or accidental navigation!
- [eSignature Tutorial](http://support.practicepanther.com/en/articles/4973349-esignature-tutorial.md): Send documents with signature requests from one place.
- [Logging in without going through the marketing page](http://support.practicepanther.com/en/articles/1694811-logging-in-without-going-through-the-marketing-page.md): Logging in without visiting the marketing page.
- [Text Messaging Overview](http://support.practicepanther.com/en/articles/5389012-text-messaging-overview.md)
- [How to edit any Item or Activity?](http://support.practicepanther.com/en/articles/1402246-how-to-edit-any-item-or-activity.md): Learn how to edit your items or activities.
- [Navigate PracticePanther using multiple tabs](http://support.practicepanther.com/en/articles/1430058-navigate-practicepanther-using-multiple-tabs.md): How to browse and use multiple tabs and windows within the PracticePanther cloud.
- [Two-Factor Authentication & setup](http://support.practicepanther.com/en/articles/1658238-two-factor-authentication-setup.md): How to set up 2 factor authentication with PracticePanther.
- [How do I unsubscribe my email?](http://support.practicepanther.com/en/articles/982659-how-do-i-unsubscribe-my-email.md): Unsubscribing your email from PracticePanther messages.
- [Group Chats using Secure Messages](http://support.practicepanther.com/en/articles/2170663-group-chats-using-secure-messages.md): Create a group chat via our internal chat feature to speak with your firm members about a case.
- [Turning internal chat feature on/off.](http://support.practicepanther.com/en/articles/479854-turning-internal-chat-feature-on-off.md): How to disable or enable your internal chat feature.
- [Notifications and Chat Tutorial](http://support.practicepanther.com/en/articles/480033-notifications-and-chat-tutorial.md): Manage your notifications and live chat with PracticePanther.
- [Generating list of calls that need a return](http://support.practicepanther.com/en/articles/2141617-generating-list-of-calls-that-need-a-return.md): How to generate a list of all the calls you still have to return.
- [How do I bookmark and organize important links?](http://support.practicepanther.com/en/articles/1821500-how-do-i-bookmark-and-organize-important-links.md): Bookmarking important links in your browser.
- [Creating customized reports](http://support.practicepanther.com/en/articles/1840646-creating-customized-reports.md): Using pivot tables to generate custom reports to shape your data presentation.
- [Finding your personal dashboard](http://support.practicepanther.com/en/articles/1893545-finding-your-personal-dashboard.md): Look up only your own time entries, matters, and contacts.
- [Assign notes and tasks to other users in PracticePanther](http://support.practicepanther.com/en/articles/1816649-assign-notes-and-tasks-to-other-users-in-practicepanther.md): Assigning notes or tasks to other or multiple users in your firm.
- [Changing your currency to another currency](http://support.practicepanther.com/en/articles/1647495-changing-your-currency-to-another-currency.md): Changing from one currency to another displayed on PracticePanther.