Accounting Overview
The Accounting module allows you to add your bank account details, make changes to the account already created, or delete an account that is no longer needed. You can also add/edit/delete retainer schedules, invoices, and transactions.
Note: As with all other functionalities, Accounting also can be accessed from their individual section or can be from within the case. Any changes made in the Accounting section from inside the case will have the same changes in the individual Accounting section and vice versa.
There are two ways to use accounting:
1. You can add account details by simply navigating to the Accounting feature from the navigation menu. You can also edit the accounting details, and delete, or export the accounting details. This view gives you all the accounting power in one place.
Note: For security reasons, we recommend not entering the entire account number. Only enter numbers that are easy for you to remember.
In the same place, you can add/edit/delete
- Retainers
- Invoices
- Transactions
2. You can also use retainer schedules, invoices, or transactions pertaining to a case by clicking on Accounting in the case. You can also edit, delete, or export the retainer schedule, invoice, or transactions of the case.
For more information, refer to the following sections: