On the left side of the screen, look for the Administration Subheading, and find the Matter Cost Types Entity. If you don’t see this option, you may not be an Admin, so check with your Firm Administrators for clearance to access this Entity.

On the top of the screen, click the +New button.

Fill in the Name of the Matter Cost Type and choose the Debit Account to which you’d like to associate it. If you don’t see the Debit Account to which you’d like to associate the Matter Cost Type, follow this Guide here to create the Account.

If you need to create more Matter Cost Types, click Save and then +New, but if you’re finished, click Save & Close instead.

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