Showing Archived Matters


This tutorial will walk you through the steps to Show Archived Matters from your matter list view in TrustBooks.


1. Start on the Dashboard Page, select CLIENTS & MATTERS, and click on View Clients and Matters List.

All active matters are displayed on View Clients & Matters.

You can choose which bank account to show from the drop-down menu:

3. Click the SHOW ARCHIVED CLIENTS button.