How to ignore synchronized PracticePanther Matters

Overview

This tutorial will walk you through the steps to ignore PracticePanther matters so they do not synchronize into TrustBooks. You would do this if you have matters in PracticePanther that you do not want to import into TrustBooks.

Steps

1. Start on the Dashboard Page.

2. Click the Import PracticePanther Matters link under the Matters section.

Note: TrustBooks synchronizes all PracticePanther transactions once an hour. If you do not see any matters please check back in one hour.

3. Select the box next to the matters you want to ignore.

Note: By default the "Import PracticePanther Matters" screen only shows open matters. To also see closed matters click on the "Show Closed Matters" button.

4. Click the "Ignore Selected Matters" button.  

You will see a message that says "Matters ignored!".