General Information
How to Add multiple Calendar?
Log in to MatterSuite and go to the Calendar tab. In the left sidebar, click Add Calendar. Enter the calendar name and select the time zone. (Optional) Choose staff members to share the calendar with. Click Save. Refer to the image below.
How to add a new time entry
Log in to your MatterSuite account. Navigate the Billing module from the navigation menu. Click on Time Entries. Select the Add New Entry button. A pop-up window will open. Enter the required details, including: Click Save to create the new time ...
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 a Task
Open the Tasks module. Find the task you wish to delete. Click the Delete (đź—‘) icon or select Delete Task. Click "Yes" or "Confirm" to permanently delete the task. Refer to the image
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