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
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How can I see new record transactions?
In the navigation bar, select the Accounts tab. Select the account for which you want to view the new transaction record. Go to the Transactions. You can see all the transactions. Refer to the image below
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 Can I View History in an Active Matter?
1. Go to your MatterSuite Dashboard. 2. Click on the Matters tab. 3. Select the Active Matters tab. 4. Click on the three dots on the right side of the matter whose history you want to view. 5. Click View History to see all activities and updates ...
How do I add a new Income entry to the ledger?
Go to Billing → Ledgers. Click Add Income on the top-right. Enter the transaction details (date, description, amount, and related matter if needed). Click Save to record the income.
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 ...