To make any changes to an existing matter, please follow the below steps:
- Go to Matters Report, select the matter record you want to edit.
- Click Operations Menu.
- Click Edit.
- Once your editings are done click Save.
NOTE: We restrict editing matter, once the invoice has been raised for that specific matter.
Learn more about Matters
Add a new matter
Assign team members to matter
Add custom fields to matter
Add tag to matters
View invoice raised for a matter
Customize matter number/default options for matter
How do I track invoiced matters?
Close a matter
Re open a matter
Using filters to sort matter