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. 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.