Below are a number of frequently asked questions surrounding Matters.
How do I assign multiple/plural Clients to a Matter?
You can create a Plural Contact with two or more Contacts, then assign this to a given field.
View the Matter Contacts article for more information on these workarounds.
How do I edit/delete Time Records (Costs) from a Matter?
A Matter's Time Records can be edited or deleted via its Costs page.
Please note, only Costs with a Not Invoiced status can be edited or deleted; view the Matter Costs article for more information.
How do I change the Costing Method (charge rate) for a Matter?
The Costing Method for a Matter can be edited by accessing the Details page of the Matter, then selecting Edit and choosing an option from the Costing Method section's dropdown list.
Cost Templates can also be configured via mattero's System settings to define costs based on a User's role and their hourly rate.
Can I keep the Matter Numbers from my legacy system when I import to mattero?
You cannot keep the Matter Numbers from your legacy system when you import your Matters into mattero. Importing a Matter from a legacy system will cause its Matter Number (including any prefixes or suffixes) to be removed.
However, in mattero you can set your Matter Numbers to start from a given number to provide continuity with your legacy system.
For example, if your legacy system's last Matter Number was "100", you can set your mattero Matter Numbers to start from "101" to continue the count.
View the Matter Number Configuration article for more information.
How do I configure taxes and make GST applicable/non-applicable on a Matter?
Taxes, such as the Goods and Sales Tax (GST) can be configured to always be applied, never be applied, or be optionally applied in mattero.
This can be configured in the System section of mattero; view the Configuring Taxes article for more information.
How do I configure calculated Custom Fields (expressions)?
You can create a calculated custom field (or "expression") within either a Matter or Contact to automatically calculate new information from existing data, such as to generate the cooling off period after a purchase.
This can be configured in the System section of mattero; view the Calculated Custom Fields article for more information.
How do I restrict access to certain Matters?
You can create and assign Security Roles in mattero with various levels of access, and assign one or more Users to these Roles as needed.
Once you have created Security Roles for your organisation, you can then add restrictions on which Roles can access certain Practice Areas, which will restrict access to any Matter created under this Practice Area.
There is no limit to how many Practice Areas can be created in mattero; if required, you can create two versions of the same Practice Area (such as "Criminal Law - Open" and "Criminal Law - Restricted") and restrict access on only one of these Areas, then assign any restricted Matters to the restricted Practice Area.
(View the Restrict Access to a Matter article for more information.)
Can I create fixed fees to automatically apply when I reach certain stages (milestones) in a Matter?
mattero does not allow automated fixed fees to be applied. However, you can create fixed fees and manually apply them to a Matter.
View the Fixed Fee Matters article for more information.
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