Editing a Matter

Overview

This tutorial will walk you through the steps to edit a matter from your View Client and Matter list in TrustBooks.

Steps:

  1. From the Navigation Pane, select View Clients and Matters List under the Clients & Matters section.

  1. On the View Clients and Matters List you will select the arrow next to the client’s name to show the assigned matters.

You can then click on the matter you want to edit; this will open up the matter ledger.


  1. Click the Edit Matter button in the top right of the Matter Ledger.

  1. The Edit Matter page will be displayed. Type your changes in the input fields and click one of the Save buttons in the bottom left of the page.