To Archive or Close a Matter
Rules:
A matter cannot be closed unless all transactions are reconciled and batched AND the balances of the Trust, WIP, IBD, AR and TPC are at $0.00.
You must have the appropriate permissions before you can perform this action – see your Administrator.
1. Open the matter so you can see it on the screen
2. Check all balances are zero, then select the Archives Tab
3. Select the green plus to open the archive dialogue box
4. Select to either Archive File (you are going to file the physical copy of the file to date but the Matter remains OPEN) or Archive File and Close Matter (you are closing the matter).
The Reference will be automatically created on ‘Save & Close’ OR if creating your own numbers, record it here. On ‘Save & Close’ in this example, the Matter then shows as ***Closed*** and an Archive record is created with the Reference number.
To Re-Open an Archived/Closed Matter
1. To re-open an archived/closed matter, open the matter so that you can see it on the screen and select Edit under Matter on the ribbon
2. Click the 'Reopen' button on the bottom left corner