1. To edit your statement of account in a file, click the account tab under finances
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2. If you have selected an accounting platform in your matter defaults, you can click view accounting export

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3. To set your fee to an all-inclusive price, click the checkbox and enter the all-inclusive price
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4. To add legal fees, click add
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5. Enter the fee description and amount, click add when done
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6. You can edit, delete or arrange your legal fees by hovering over the fee

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7. When clicking the edit icon, a window to edit the description and text being inserted into the statement of account will open, click save when done

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8. To add a custom HST disbursement, click add
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9. Enter the description and price, and click add

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10. Hover over a fee to move, delete or edit the fee description
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11. The same can be done for non HST disbursements
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12. At the very bottom you will see the grand total of fees and disbursements

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13. To reset your statement of account back to your default fees and disbursements, click the reset account button

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14. Click reset
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Note: this will bring your statement of account back to its original state before any changes were made in your file

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15. If you wish to hide the preview of your statement of account on the right hand side, click hide viewer

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16. To bring back your preview of your statement of account, click show viewer

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