1) To view finance summary for the matter, click on “Finances” sub-menu of Matter Details page as shown below:


2) The system will navigate the user to the “Finances” sub-menu section as shown below:


3) The Finances section consists of two parts:

  • Label 1 – shows the finance summary for the matter.
  • Label 2 – shows the general ledger summary for the matter.


4) Clicking on a specific account will direct user to the Expense Information for the account.