How do I add a new Expense entry to the ledger?
Go to Billing → Ledgers.
Click Add Expense on the top-right.
Enter the relevant expense information.
Click Save to add the expense record.


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How to add a new time entry
Log in to your MatterSuite account. Go to the Billing module. Click Time Entries. Select Add New Entry. When the pop-up appears, enter all required details such as date, duration, description, and matter (if needed). Click Save to create the time ...
How do I delete an income or expense record from the ledger?
In the ledger table, find the entry. Click the Delete beside it. Confirm deletion when prompted Deleted transactions move to the Deleted Ledgers tab for reference.
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, go to the settings section, add a fee for the expense category & then generate an expense entry with that category.