To add an Operating Transaction which is a Designated Client Fund (Retainer):
- Select the Matter on the main page, then click "Operating Retainer". This will create a deposit specific to that client.
To Add an Operating Transaction Unrelated to Client Funds:
- Go to Accounting > Bank
- Select the appropriate Operating Bank
- Click Details
- Under Transactions Tab, Click Add
Here you can add any type of transaction (deposit, check etc) and it will not relate to any particular matter/client