Showing Archived Matters


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


  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.