When viewing a specific matter, the "Billing" tab will allow you to view all of your invoice and payment transactions in the matter ledger.
You can view, export, and filter your matter ledger to manage your matter's balance.
How To View A Matter Ledger
Go to the Matters list page
Select a matter in the table by clicking the matter's name
On the specific matter details page, click the "Billing" tab
You should be able to view any invoice and payment transactions
Click "Settings" to turn on/off columns to display
Click "Export Ledger Entries" to export to CSV
You can view detailed transactions of your matter ledger in the table. You can also filter by date to view specific transactions and you can export transactions to a CSV file.
If you have any questions, please feel free to contact us.