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…
maatdeskadminStructure of the Matter dashboard
This guide explains the composition of the Matter dashboard and all its tabs and elements, as well as the actions you can take from each of them. Table of contents Structure of the Matter dashboard Content of the Matter Dashboard tabs Dashboard tab Rearranging the widgets Contacts widget Details widget Time Entries widget Financials widget…
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…