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.
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How can I search for a specific account using the search bar?
Select the Accounts module in the navigation bar. Type Account Title, Account Number, or Bank Name into the search bar. The accounts list will update automatically to match your search.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 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 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.