Bookkeeping
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      1. Nojumi Knowledge Base
      2. Features
      3. Bookkeeping

      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. Expected Incoming Funds
        2. Expected Outgoing Funds
        3. Received Undeposited Funds
        4. Actual Incoming Funds
        5. Actual Outgoing Funds

      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