Can I download or export ledger data from MatterSuite?
Click the Download (Cloud icon) at the top-right.
This allows you to export ledger data for accounting review or bookkeeping.
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How do I export tasks in MatterSuite?
Go to the Tasks section. Locate and click the Export icon or Export Tasks option. Choose export settings (if available), such as: Click Export or Download. Refer to the image below
How to Export Matters to Excel in MatterSuite?
Go to your MatterSuite Dashboard. Click on the Matters section. Click the Export Matters icon located in the top-right corner. Select the matters you’d like to export. Your data will be automatically downloaded as an Excel sheet. Refer to the image ...
How can download an invoice as a PDF
Steps to print or download an invoice: Go to the Billing section. Click on the Invoices tab. Locate and select the invoice you want to print or download. Click the three-dot menu next to the invoice to access printing or downloading options.
How do I search for a specific ledger entry using the search bar?
On the Ledger page, click into the Search field. Type a date, description, invoice number, or amount. Results will filter automatically as you type.
Overview of the Time Tracking Feature in MatterSuite
The Time Tracking feature in MatterSuite helps legal professionals accurately record the time spent on different tasks, matters, & client activities. It ensures that every billable minute is captured, making the billing process efficient, ...