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 button.
Refer the below images:
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How to generate a flat fee invoice?
1. Log in to MatterSuite and go to Billing tab. 2. Open Time Entries and click Add Entry. 3. In the pop-up, select the Flat Fee checkbox. 4. Enter the date, description, and flat fee amount. 5. Review the details and click Save. Refer to the image ...
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.
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 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 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.