Display of matter name on client bank transfer journals

Overview

To improve clarity and reduce the risk of errors, the matter name is now displayed alongside the matter ID on the client account transfer journals. This enhancement enables users to more easily identify which matter a transaction relates to.

Key benefits

• Enhances visibility of transaction details during client bank transfers, helping users verify information quickly and accurately.
• Improves user experience and efficiency when managing client account journals.

How it works

Users can access the updated interface via:

Navigation path:
Matter management and accounting > Journals > Client account

To view the enhancement:

1. Create a new journal with the type CTR (Client Transfer).
2. On the journal line, the matter name will now be shown next to the matter ID, providing clearer context for each transaction.