How can I set an account as the default account?

Select the Accounts module in the navigation bar.

Find the account you want to set as the default.

Click the Star icon beside the account.

The star will become highlighted, indicating the account is now set as the default.

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• 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 filter accounts by type (All, Operating, Trust)?

  In the navigation bar, select the Accounts tab. At the top of the Accounts screen, select: All to view every account. Operating to view only operating accounts. Trust to view only trust accounts. The list updates instantly based on your selection. ...

• What is the Accounts Module in MatterSuite, and what is it used for?

  The Accounts module is where your firm’s bank accounts are recorded and managed. It allows you to: Store Operating and Trust account details Track account balances Record payments and deposits Maintain financial compliance records

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• 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.