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.