Accounts
Understanding Accounts module
Through this guide, you will learn the basics of the Accounts and Transactions windows, an explanation of their main elements, and what actions you can perform from each one. Table of contents Composition of the Accounts window Structure of the Bank Accounts table Composition of the Transactions window Composition of the Accounts window To access…
maatdeskadminHow to work with Transactions, Transfers and Disbursements
In this tutorial, you will learn the basic concepts to manage the different types of Transactions to make deposits, withdrawals, or adjustments in bank accounts Table of contents Creating a Transaction Transferring Funds Between bank accounts Between matters Disbursing Funds Creating a Transaction To start creating transactions, use one of these ways: Click the Deposit…
Getting started with Accounts
With Maatdesk, you can easily manage your firm’s accounts in just a few steps. In this tutorial, you will learn the basics of working with the Accounts module. Table of contents Creating an Account Editing an Account Deleting an Account Creating an Account To start creating a bank account: Go to the Accounts window and…