Once a Matter has reached its designated Closed stage in its Practice Area, it can be marked as Closed in the Matter itself. (For more information on this, view the Configure Practice Areas article for more information.)
Closing a Matter
To close a Matter:
- Select the Details tab on a Matter, 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, if it is acceptable, select OK to close the Matter. (Any outstanding Costs will automatically be written off if you decide to close the Matter.)
Please note, if there is an open Trust balance on the Matter, it will not be able to be closed, and an error message will display:
Further, cancelling a Trust transaction for a closed Matter will also display an error message. (For more information, view the Trust Accounting section in the Knowledge Base.)
To reopen a closed Matter, select the Reopen icon on the Matter, then set its Stage as needed.