Related Articles
Refresh matter list
The Icon can be found to the left of the screen adjacent to the matter creation icon. This is the icon , please use this instead of using your browsers built in navigation.
Can I unlock my matter
· Yes, however, you are limited to 2 calculations per matter. Please be diligent before you confirm the calculation that you have checked all questions to be correct to avoid having to recalculate. Unlocking can be done by simply navigating ...
Filter matters
You can filter your matter list with our great filter, you can find this on the "Matter" page. Enter data into the fields you wish to filter by and then simply click the "Filter" button. However, be careful if you click reset you will reset the ...
Invoicing
· Administrators can view all your organisations Invoices. o Invoices can be Download at any time, you can find the all the invoices in settings > invoices. o Each invoice has the matter reference attached.
Home page bar chart analytic filters
Complete, incomplete and referred matters can be viewed by using the filter options above the bar charts. The bar chart on the left will show the overall status of each matter on your system and the bar chart on the right will show the amount of ...