Adding a New Expense Entry in the Ledger

How do I add a new Expense entry to the ledger?

  1. Go to Billing → Ledgers.

  2. Click Add Expense on the top-right.

  3. Enter the relevant expense information.

  4. Click Save to add the expense record.



    • Related Articles

    • How to add a new time entry?

      1. Log in to your MatterSuite account. 2. Go to the Billing module. 3. Click Time Entries. 4. Select Add New Entry. 5. When the pop-up appears, enter all required details such as date, duration, description, and matter (if needed). 6. Click Save to ...
    • How do I delete an income or expense record from the ledger?

      1. Hover over the Accounts tab and select Ledgers from the menu. 2. Locate the desired entry in the ledger table. 3. Click Delete next to the entry. 4. Confirm the deletion when prompted. 5. The deleted transaction will appear in the Deleted Ledgers ...
    • 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.
    • Benefits of using expense entries

      Simplifies expenses tracking and management Ensure accurate & transparent client billing Reduces manual effort & accounting errors. Helps maintain detailed expense reports for audits or reviews Examples of expense entries - Court filing fee, Travel ...
    • How to add a fixed fee for the expenses?

      If you have a fixed court fee: 1. Go to the Settings section. 2. Click on Time and Expense Categories. 3. Click the Add Category button on the right side. 4. A pop-up will appear. Select Expense Category. 5. Fill in the details and click the Save ...