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.
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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 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.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 search for a specific ledger entry using the search bar?
On the Ledger page, click into the Search field. Type a date, description, invoice number, or amount. Results will filter automatically as you type.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.