How can I see new record transactions?

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• How can I view account transaction history or associated financial records?

  In the navigation bar, select the Accounts tab. Select the account for which you want to view the transaction history or associated financial records. The system opens the account details page. Refer to the image below

• How do I delete an account from the Accounts list?

  Select the Accounts module in the navigation bar. Locate the account you want to delete. Click the Delete icon. Confirm deletion when prompted. Refer to the image below. Note: If the account has active transactions, it may not be deletable for ...

• How do I add a new bank account (Trust or Operating Account) in MatterSuite?

  Go to the Accounts module. Click the + Add Account button on the right. Enter the required details, such as: Click Save to create the account.

• What is the difference between an Operating Account and a Trust Account?

  Account Type Purpose Operating Account Used for standard firm transactions such as invoicing, expenses, payroll, or vendor payments. Trust Account Used to hold client funds securely until billed or disbursed. Required to follow client trust ...

• How do I edit an existing account’s details?

  Locate the account in the list of accounts. Click the Edit (pencil) icon. Update the required fields. Click Save to apply the changes.