Time and Expense
How Do I Import Expenses?
Overview Matters.Cloud provides a simple to use facility to import existing expense data when migrating from third party applications. Import Formats The following file formats are supported: Microsoft Excel (.xlsx) Comma Separated (.csv) Import ...
How to Transfer Disbursements in Matters.Cloud
Introduction Transferring disbursements between matters in Matters.Cloud allows you to ensure that costs are correctly allocated. This guide outlines the prerequisites and step-by-step process for transferring disbursements. Pre-requisites A user ...
How to Transfer Time
Introduction The transfer feature in Matters.Cloud allows you to move recorded time between both matters and opportunities. This is useful when time has been recorded against the wrong record, work needs to be reallocated, or billing arrangements ...
Working with Timers in Matters.Cloud
Introduction The Timers feature in Matters.Cloud allows users to accurately track and submit the time they spend on matters. This guide walks you through how to start, pause, stop, and submit time using the Timer panel, as well as how to manage ...
How to Delete Time Entries
Introduction Time management is crucial for ensuring accurate billing and reporting. There may be instances where you need to delete a time entry due to errors or adjustments. This guide outlines the steps for deleting time entries within ...
Understanding Rates Within Matters.Cloud
Introduction For legal and professional service firm understanding and applying hourly rates is critical for both internal reporting and when raising invoices to clients. Properly configured hourly rates ensure precise billing, managing to client ...
How Do I Import Time Records?
Overview Matters.Cloud provides a simple to use facility to import existing time data when migrating from third party applications. Import Formats The following file formats are supported: Microsoft Excel (.xlsx) Comma Separated (.csv) Import Process ...