How 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…
maatdeskadminGetting a Payment or Refund receipt
Once a payment or refund is created, Maatdesk allows you to obtain PDF or email receipts for those items as proof that they have been made. The ways you can get a receipt for payment or refund are: For single or multiple invoices First, go to where the payment or refund is: Payments window. Payments…
Issuing a Refund
Since a refund is the option to return money to the client, Maatdesk makes this action easy and hassle-free. In this tutorial, you will learn the basics of working with Refunds. During this tutorial, invoices generally refer to both types (bills and requests). Table of contents Issuing a Refund For single or multiple invoices For…
Understanding Reports module
Reports provide information on the current state of your firm; allowing you, among other things, to know the matters that have been delayed or how the flow of funds is working. In this guide, you will understand how the Reports module works, what elements it contains, and what information is displayed. Table of contents Accessing…
Getting started with Payments
In this tutorial, you will learn how to manage Payments for any type of invoice. Before you start reading, consider the following items: Payment management is similar for bills and requests, the particularities of each case are explained when necessary. Invoices, in general terms, refer to both types (bills and requests). Table of contents Recording…
Understanding Payments module
Through this guide, you will learn the basic concepts of the Payments window, an explanation of its main elements and what actions you can perform from this window. Table of contents Composition of the Payments window Structure of the Payment/Refund table Composition of the Payments window To access the Payments window, simply click the Payments…
Getting started with Requests
Through the Maatdesk Requests module, you can collect an initial deposit or advance from clients, or request a top-up of funds, for both trust and non-trust accounts. In this tutorial, you will learn the basics of working with Requests in just a few steps. Table of contents Creating a Request Additional fields in a request…
Getting started with Billing
In this tutorial, you will learn the basics of Billing so that you can charge clients for the services provided in a very simple way. Table of contents Creating a Bill Activities section Adding activities to the invoice Editing activities on the invoice Deleting activities on the invoice Details section Setting the Issue Date and…
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…