Recent Updates
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Updated on: Mar 07, 2022
How to add debit adjustments to a specific billing entry on the Invoice via the 'Invoices' section.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 07, 2022
How to view all paid and unpaid Invoices.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 07, 2022
How to apply payments to Invoices in bulk with e-checks.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 07, 2022
How to apply payments to Invoices in bulk with a credit card.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 07, 2022
How to transfer trust funds for Invoices in bulk.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 04, 2022
What is the 'Invoices' section?
Manual Rocket Matter Knowledge Base -
Updated on: Mar 04, 2022
How to run a Conflict Check.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 02, 2022
RM Trust: Trust Account transactions in a 'Ledger' and 'List' view.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 02, 2022
How to add, remove, or rename tags.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 01, 2022
How to use the Origination Report.
Origination Reporting is part of Rocket Matter's Advanced Analytics Module.
The Origination Report will tell you who is bringing in clients for the firm, what payments have been brought in by clients, and what portion of those payments have gone towards fees and costs.
To use the Origination Report, you must first specify an originator for a client. Then, the 'Originations Report' will show you the originator of client payments with a breakdown of what portion of those payments have gone towards fees and costs.
Origination Report details include the Originator, Client, Invoice, Invoice Amount, Payments, Paid to Fees, and Paid to Costs.
Manual Rocket Matter Knowledge Base