1.Search for a Transaction matter and open it. The General page opens by default.
2.In the left pane, click the Supplemental link. 3.Click Edit. 4.Select one of the following options: oTo enter a new matter term, in the Matter Terms section, select a matter term from the Term drop-down list, enter a Description, and then click Add to save the entry. oTo edit an existing liability or asset, select the check box of the item you want to edit. In the Action column, click the edit icon . The information appears above in the Term and Description fields. Edit the information as necessary, and then click Add. 5.If necessary, click Add New Item to add additional matter term entries, and repeat step 4 until you've added all of the necessary entries. 6.Select a save option. The matter terms are listed in the Matter Terms block.
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