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 click the Add Account button.

Once the Add Account panel loads:

• Enter the bank account information by filling in as many fields as necessary.
• Click the Save button.

The fields you need to pay more attention to are the following:

• Account Type: Select the type of account according to its purpose:
  • Operating accounts should contain only funds raised by the firm. Through these, the firm can pay its own invoices or issue refunds.
  • Trust accounts should contain only client funds to use for paying bills. Neither the firm nor the attorney owns these funds.
• Account Name: Enter the account name, which must be unique in Maatdesk.

• Opening Balance: Enter the initial amount the account will have.

  If the opening balance is greater than zero (0), a transaction will also be created for the defined amount.

• Default account: Check if the account will be the default that Maatdesk will use for operations.

  Only one default account is allowed per account type:

  • If there is no default account, it is recommended to do this.
  • After checking a default account, if there is another, its condition will change.

Editing an Account

To start editing an account:

• Go to the Accounts window.
• At the beginning of the account row in the table, use one of these options:
  • Click the Edit () button.
  • Click the action selector and then click the Edit () button.

Once in the Edit Account panel:

• Modify the bank account information as necessary.
• Click the Save button.

Before editing a bank account, note that:

• The Account Type cannot be changed.
• The Account Name must be unique.
• The Opening Balance is only established when the account is created.
• Only one Default account can be set per account type.

Deleting an Account

To delete an account:

• Go to the Accounts window.
• Click the action selector next to the Edit () button at the beginning of the account row in the table.
• Click the Delete () button.

• In the modal that is displayed, click Yes to confirm the action.

Before attempting to delete a bank account, note that those with existing transactions cannot be deleted.

In Maatdesk, we make laws easy for you. Enjoy!