Showing Archived Matters
This tutorial will walk you through the steps to Show Archived Matters from your matter list view in TrustBooks.
- From the Navigation Pane, select View Clients and Matters List under the CLIENTS & MATTERS drop-down.
- All active matters are displayed on View Clients & Matters.
- You can choose which bank account to show from the drop-down menu:
- Click the SHOW ARCHIVED CLIENTS button.
- The page will refresh and display Archived Clients & Matters.