Showing Archived Matters

Overview

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

Steps:

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

  1. All active matters are displayed on View Clients & Matters.

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

  1. Click the SHOW ARCHIVED CLIENTS button.

  1. The page will refresh and display Archived Clients & Matters.