Suspense Ledger

The suspense ledger holds money received that cannot yet be identified or allocated to a specific matter — for example, a bank transfer with no reference.

Viewing the suspense ledger

Go to Accounts → Suspense to see all unallocated funds.

Allocating a suspense entry

1. Open the suspense entry.

2. Click Allocate.

3. Search for and select the matter it belongs to.

4. Confirm the allocation.

The funds are transferred from suspense to the correct matter ledger.

SRA compliance: Unidentified client money must not sit in the suspense account indefinitely. Review and allocate or return suspense items promptly.