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.

Did this answer your question?