How to record received funds

This page sets out the steps you have to take to record funds received related to a matter

To record funds received related to a matter

1. Browse the Matter Transactions page
2. Click on Add Incoming Funds and select Add Received
   
   
3. In the modal that appears
   1. Select the bank account that the funds are going to be deposited to
   2. Enter the amount
   3. Select the method of payment
   4. Select the matter that the funds relate to
   5. Enter the name of the source of the funds 
   6. Enter the description of the payment
      
      
4. The funds will appear in yellow, reflecting that while these funds were received, they have not been deposited into the bank account. You will also note that the Actual Balance of the matter has been increased by the amount of the received funds.
   
   
5. Once the funds are deposited into your bank account, you should match the received funds with the funds appearing in the bank feed.