Tech Tip #23 – The New and Improved Post as Matter Expense Feature

Trust Accounting

One of the easiest ways to lose income is to forget to seek reimbursement for matter costs. We have a new and improved Post to Matter function which allows you to record the out of pocket expense, post to the matter and make the proper accounting entry all at the same time. Even better is that this is a hard link, so if you try to edit either the transaction or the linked expense card they need to go hand in hand.

Go ahead and check it out!: Click Here To View The Video


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