Accounts
How do invoices and payments automatically update the ledger?
When an invoice is generated, the invoice amount is added to the Total Invoice. When a payment is recorded, the payment is added to Total Income, and the amount is deducted from Total Receivable. This ensures the ledger stays accurate in real time.
Can I download or export ledger data from MatterSuite?
Click the Download (Cloud icon) at the top-right. This allows you to export ledger data for accounting review or bookkeeping.
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.
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.
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 can I see new record transactions?
In the navigation bar, select the Accounts tab. Select the account for which you want to view the new transaction record. Go to the Transactions. You can see all the transactions. Refer to the image below
How can I view account transaction history or associated financial records?
In the navigation bar, select the Accounts tab. Select the account for which you want to view the transaction history or associated financial records. The system opens the account details page. Refer to the image below
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. ...
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 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 ...
How can I set an account as the default account?
Select the Accounts module in the navigation bar. Find the account you want to set as the default. Click the Star icon beside the account. The star will become highlighted, indicating the account is now set as the default.
How do I edit an existing account’s details?
Locate the account in the list of accounts. Click the Edit (pencil) icon. Update the required fields. Click Save to apply the changes.
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 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.
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