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 records
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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.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. ...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 delete an account from the Accounts list?
Select the Accounts module in the navigation bar. Locate the account you want to delete. Click the Delete icon. Confirm deletion when prompted. Refer to the image below. Note: If the account has active transactions, it may not be deletable for ...Overview of the Tasks Module
The Tasks Module in MatterSuite helps legal professionals efficiently organize and manage daily work. It centralizes all tasks in one place so teams can clearly see responsibilities, track deadlines, and stay productive. Each task can include details ...