How to ignore PracticePanther Payments

Overview

This tutorial will walk you through the steps to ignore PracticePanther payments into TrustBooks.

Steps

1. Start on the Dashboard Page.

2. Click the Import Practice Panther Payments link under the Payments section.

3. Select the box next to the payments you want to ignore. You can select all payments on this page by clicking the box next to Matter. 

4. Click the green "Ignore Selected Transactions" button.