Every Matter created in mattero is assigned a Matter Number in ascending order.
You can configure this number to automatically include the year the Matter was created to allow your Matters to be sorted by year.
You can also set a custom starting number for your Matters to provide continuity with any prior record of Matters or Matter Numbers your organisation may have.
Please note, only numbers can be used when configuring Matter Numbers; letters and symbols are not recognised in the Matter Numbers field.
Further, if a Matter is deleted, that Matter's Number cannot be used again by a new Matter.
Configuring Matter Numbers
To configure the starting number for your Matters:
- On the sidebar, select System ().
- Under Matters, select Numbering.
- Please note, the new Matter Number cannot be lower than the current Matter Number, and cannot contain any letters or symbols.
Select Format by Year to automatically add the current year to a Matter Number. (For example, "2022-0001".) If Format by Year is selected, you can also select Short Year Format to add only the last two digits of the current year to the Matter Number. (For example, "22-0001".)
Enter a Minimum Digits number; this configures the minimum number of digits in each Matter's Number. For example, if a Matter is numbered "123", but the Minimum Digits is set to "4", then its Matter Number will display as "0123".
Please note, if a Matter's Number is greater than the Minimum Digits, the full number will still display. For example, if a Matter is numbered "12345", but the Minimum Digits is set to "4", its Matter Number will still display as "12345".
Further, selecting Format by Year does not affect the Minimum Digits.
Select Modify Number to edit which number will come next for your Matter Numbers. (This can provide continuity with any prior record of Matters or Matter Numbers your organisation may have.) Enter a number, then select the tick icon to confirm or the cross icon to discard.
When all edits are made, select Save.
Order, Workflow, Legacy System, Matter Organisation, Filing, Records