How to add expected outgoing funds

Expected outgoing funds are payments that you expect to make on a matter from your firm's account.

To add expected outgoing funds

1. Browse the Matter Transactions Page
2. Click on Add Outgoing Funds and select one of the following options
   1. Request Cheque
   2. Request E-Transfer
   3. Request Wire
   4. Outgoing Funds
3. Once you add the expected outgoing funds, it will be shown in red until it is matched with a bank transaction, at which point it will become a reconciled outgoing fund

Learn more about Expected Transactions vs. Actual Transactions