How can I download or export ledger data in MatterSuite?
To download or export ledger data, follow these steps:
1. Hover over the Accounts tab and select Ledgers from the menu.
2. Click the Download (cloud icon) in the top-right corner.
3. The file will be downloaded for use in accounting or bookkeeping.
Refer the below images:
Related Articles
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 or CSV in MatterSuite?
1. Go to your MatterSuite Dashboard. 2. Click on the Matters section. 3. Click the Export Matters icon located in the top-right corner. 4. Your data will be automatically downloaded as an Excel or CSV file. Refer to the image below
How to access reports in Mattersuite?
MatterSuiteās custom reports make it easy to understand how your firm is performing, all in one place. You can quickly see updates on matters, clients, team activity, tasks, and events using simple date-based filters. Time and expense reports help ...
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.