Archiving a Matter

Overview

This tutorial will walk you through the steps to archive clients from your view Clients & Matters List in TrustBooks.

Note: You can only archive matters with a zero balance. If you try to archive a matter with a balance, you will get an error.

Steps:

  1. From the Navigation Pane, select View Clients and Matter List under the CLIENTS & MATTERS drop-down:

  1. All active matters are displayed on the View Clients and Matters List. Click the Archive link for the matter you wish to archive.

  1. A pop-up warning window is displayed. Click OK to confirm archiving the matter.

To Archive multiple matters follow these steps: 

  1. From the Navigation Pane select View Clients and Matter List under the CLIENTS & MATTERS drop-down:

  1. Check the box to the left of the Clients you want to archive:

  1. Scroll to the bottom and select ARCHIVE SELCTED:

  1. A pop-up warning window is displayed. Click OK to confirm archiving the matters.