The Matter Financials notebook displays detailed financial information about matters, including matter-specific information about budgets, fees, costs, and timekeepers. Information is displayed on the Matter Financials screen for purposes of providing easy access to a summary of financial information. The content is inherited from the base Matters notebook You cannot add a new Matter Financials record, but you can update certain fields in the header.
The Matter Financials notebook also contains four unique tabs in the binder section. The information in these tabs is read-only.
See
Accessing the Matter Financials Notebook
Updating the Matters Financials Notebook