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How to add actual incoming funds

Actual incoming funds are payments that have actually been received in your firm's bank accounts

There are two ways to create actual outgoing funds:

1. Expected Incoming Funds turned into Actual Incoming Funds

This can be done as follows

  1. Create an expected incoming fund,
  2. Match it with a transaction in the bank

2. Add Actual Incoming Funds

To directly add Actual Incoming Funds

  1. Browse the Matter Transactions Page
  2. Click on Add Transaction and select Deposit
  3. Enter the transaction details and click on save