Deleting Matter Billing Activity

You can delete any transaction from Matter Billing Activity that is not billed or reconciled. To delete matter billing activity, select Billing > Matter Billing Activity. The Matter Billing Detail window appears. Highlight the transaction you want to delete and click Delete.

NOTE: Allow Ledger Deletions must be checked in Company Preferences to be able to delete matter billing activity. If Allow Ledger Deletions is checked, you can also change the user’s security profile in AbacusLaw to limit/allow the user the ability to delete from specific areas. For more information, refer to AbacusLaw documentation.

IMPORTANT: If the client payment was part of a larger client payment, deleting matter billing activity will delete all transactions in the posting. In this case, add a negative client payment instead. Just enter a minus sign in front of the payment amount.