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How to add matter transactions

Adding matter transactions allows you to keep track of the funds that are going through your firm's bank accounts

To add transactions to a matter

  1. Browse the Matter Transactions Page
  2. Add any of the following types of transactions to build the matter's trust ledger
    1. Incoming Funds
    2. Outgoing Funds
    3. Bank Transfers
    4. Matter Transfers

Transactions are distinguished using colour coding, use this link to view the Transaction Colours.

Import transactions from form

If your matter has been configured to pull expected transactions from a form

  1. Browse the Matter Transactions Page
  2. Click on the Import transactions from form button, and your transactions will get added automatically