Rocket Matter FAQ

Recent Updates

'I want to see all payments towards invoices' Report Key.
Updated on: May 24, 2021
- Rocket Matter Knowledge Base Reports 'I want to see all payments towards invoices' Report Key.
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'I want to see all of my trust transactions by client' Report Key.
Updated on: Apr 28, 2021
- Rocket Matter Knowledge Base Reports 'I want to see all of my trust transactions by client' Report Key.
How to add a Task.
Updated on: Apr 06, 2021
- Rocket Matter Knowledge Base Tasks How to add a Task.
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How to pull a report on all open Tasks in Matters.
Updated on: Apr 06, 2021
- Rocket Matter Knowledge Base Tasks How to pull a report on all open Tasks in Matters.
Pro premier
How to view all firm Tasks.
Updated on: Apr 05, 2021
- Rocket Matter Knowledge Base Tasks How to view all firm Tasks.
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RM Trust: How to set a default Trust Account for a single Matter.
Updated on: Mar 17, 2021
- Rocket Matter Knowledge Base Trust Accounting RM Trust: How to set a default Trust Account for a single Matter.
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RM Trust: How to delete or close a Trust Account.
Updated on: Mar 17, 2021
- Rocket Matter Knowledge Base Trust Accounting RM Trust: How to delete or close a Trust Account.
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RM Trust: Adding trust configurations to a new Matter.
Updated on: Mar 17, 2021
- Rocket Matter Knowledge Base Trust Accounting RM Trust: Adding trust configurations to a new Matter.
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RM Trust: How to apply a Payment to a Client's Trust Account.
Updated on: Mar 17, 2021
- Rocket Matter Knowledge Base Trust Accounting RM Trust: How to apply a Payment to a Client's Trust Account.
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RM Trust: How to make an adjustment to a Client's Trust Account.
Updated on: Mar 17, 2021
- Rocket Matter Knowledge Base Trust Accounting RM Trust: How to make an adjustment to a Client's Trust Account.
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