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