Void Option Missing on Edit Withdrawal

Overview

One of our most common issues is Users attempting to Void a Withdrawal contained on an archived matter.

This tutorial will walk you through the steps to Void a withdrawal contained on an archived client or matter ledger in TrustBooks.

When a Matter has been archived, the Client and Matter fields will be grayed-out on the Edit Withdrawal screen:

Example - Archived Withdrawal:

Example - Unarchived Withdrawal:

Steps:

1. In the upper right corner of your dashboard to type the client name into the Search Bar:

2. Select the Show Archived Clients button to view archived matters within the search:

3. Select the drop-down arrow to the left of the client name to view newly displayed matters:

4. Unarchive the matter by selecting the green Unarchive option under Actions or by selecting the matter and clicking the blue Unarchive button on the Matter Ledger:

5. Select OK on the confirmation pop-up:

6. You will now be able to Void the withdrawal like normal:

Before Unarchiving Matter: