How to add funds to a trust account in MatterSuite?
In the navigation bar, select the Accounts tab.
Go to the Trust accounts.
Click on the specific account entry and go to Transactions.
Click Add fund.
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What is the Accounts Module in MatterSuite, and what is it used for?
The Accounts module is where your firm’s bank accounts are recorded and managed. It allows you to: Store Operating and Trust account details Track account balances Record payments and deposits Maintain financial compliance recordsHow can I request additional trust funds?
Go to Accounts in the top navigation. Click Trust Requests. Select + Add Trust Request on the right side. Enter details such as Client, Matter, Requested Amount, and Due Date. Click Save to create the request. Or Matter 1. Open your Matter. 2. Go to ...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.What is the difference between an Operating Account and a Trust Account?
Account Type Purpose Operating Account Used for standard firm transactions such as invoicing, expenses, payroll, or vendor payments. Trust Account Used to hold client funds securely until billed or disbursed. Required to follow client trust ...How do I filter accounts by type (All, Operating, Trust)?
In the navigation bar, select the Accounts tab. At the top of the Accounts screen, select: All to view every account. Operating to view only operating accounts. Trust to view only trust accounts. The list updates instantly based on your selection. ...