Posting a transaction to a ledger

On the Main Menu click on General Postings.

If you have more than one Practice select the Practice from the top of the screen.

Select from the drop downs the posting type you need. (The second drop down gives you a full description of what the posting is so if you are not familiar with the posting types it may be easier to use this dropdown.)

Click New in the bottom left corner of the screen.

There may be a pop up that says enter batch amount, you can either enter an amount or just click ok.

Enter the matter number, tab and type the detail into each field.

Click the little blue file to save the posting

You can either create another posting to another matter or click post bottom right to post to the ledger.