Below are a number of frequently asked questions surrounding Matters.
How do I assign multiple/plural Clients to a Matter?
Currently only one mattero Contact can be assigned to the Client field. However, if there are two Clients on a Matter, two workarounds are currently available.
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.
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.