Once a Matter has reached the Closed stage in its Practice Area, its Stage in the Matter itself can also be marked as "Closed". (View the Configure Practice Areas article for more information.)
Closing a Matter
To close a Matter:
- Select the Matter's Details tab, then select Edit.
- In the window that opens, change the Stage section to Closed, then scroll to the bottom of the page and select Save.
A window will open detailing the Costing for the Matter; review the Costing and select OK to close the Matter. (Any outstanding Costs will be automatically written off if the Matter is closed.)
Please note, the Matter cannot be closed if it has an open Trust balance. To resolve this, move any remaining funds to another Matter before closing the original Matter.
(View the Move Trust Funds between Matters article for more information.)
To reopen a closed Matter, select the Reopen icon on the Matter, then set its Stage as needed and select OK.
Finish Matter, Matter Close, Finalise Matter, Complete Matter, End Matter