Deleting a Matter

Overview

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

Steps

1. Start on the Dashboard Page, select Matters.

2. On the Matters drop-down menu, click the View Matter List.

All active matters are displayed in Matter List page.

Note: Before deleting a matter, you should first archive it. Only archived matters can be deleted and only matters with zero balances and no activity associated with it can be archived.

For steps on how to archive a matter click here:

Archiving Matters - TrustBooks Knowledge Base

3. Click the Show Archived Matters button.

4. The View Matter List will be displayed. You can delete right away by clicking the Delete button.

Or you can select the matter you want to delete.

5. Then click the Delete button.

6. Then click Ok.