Matters

Articles

• Does the Dashboard Include Accrued Interest in Services & Expenses?
• Can I Bulk Edit Only a Specific Group of Matters' Names/Numbers?
• How Do I Print a List of All My Matters?
• How to Stop Sharing a Matter?
• How Do I Bulk Update Matters to Make Default Custom Fields Visible?
• Why are my Contingency Matters Showing a Rate When Entering in Time Entries?
• Why is my Non-Billable Checkbox Greyed out?
• Can I Bulk Print Matter Notes?
• How Do I Mark a Matter as Non-Billable or Billable?
• Can I Add Our Firm Name As Originating Attorney on a Matter?
• Can I Colour Tag Matters by Billing Preference?
• Do Matter Notes Have a Character Limit?
• Can I Show my Matter Descriptions with Line Breaks in the Matter Name?
• Does the Matter Timeline Show Transactions?
• Can I Set the Default Billing State in a Matter
• How do I Change the Originating Attorney on a Matter?
• Can I Block Users from Adding Time to a Closed Matter?
• Do Notes Have Versions?
• Is There a Report That Shows All Matter Notes?
• What is a Matter Budget?
• Can I Create a Matter Before Creating a Contact First?
• Unable to View Outstanding Balance and Matter Trust Fund Boxes on the Matter
• How to Change an Hourly Matter to a Contingency Fee Matter?
• Can I Make Matter Default Fields Required?
• Client Contact Information is not Visible on the Matter Dashboard even if the Information is Present when Editing the Client
• How To Filter for Statute Of Limitations?
• Tracking Work in Progress
• Issue: Matter Dashboard Outstanding Balance not Calculating Tax Edits on Bill
• Can I Rearrange Matter Sub-tabs?
• Can I Stop the Contact from Opening in a New Tab when clicking from the Matter?