Viewing Matters

Select Matters > Matters or click the Matters toolbar button. The Matters Browse window appears.

To see matters for a specific client, set Client Number to the client.

From this window, you can:

• Edit a matter.

• Use the search bar to find a record.

• Highlight a matter and then click the More Actions arrow. A list of actions appears. Click the action you want to perform for the selected matter.

• Check Open Only to see only open matters and hide closed matters in the list.

• The Bill To link is a link to the name to be billed for the matter. To delete this link for a matter, highlight the matter and click Delete BillTo Link.