How Do I Create A Matter?
Step 1: New matter
Create a new Matter by clicking on Matters > New matter and ensure you click the Submit and open button once you have completed the form.
Note: Ensure you select an Activity code set to enable time recording for the new matter.
How Do I Create A Client?
Overview Clients are to be used whenever you want to associate a matter, invoice, receipt or trust account transaction. Each client record is linked to either an organization or contact record and is automatically assigned a unique client code. ...
How Do I Create A Bank Account?
Overview Bank accounts are used when issuing invoices, adding customer receipts and entering Trust (Client Account) transactions. By default, a bank account must be created before using these transaction types. If you encounter a message of the ...
How Do I Re-Assign Ownership Of A Matter?
Overview Matters.Cloud provides a simple to use facility to re-assign the ownership of a Matter record. Step 1 - Navigate To Matters List Select Matters > All matters and locate the Assign button: Step 2 - Assign Matters Select the new User to ...
What Data Can I Migrate From Rocket Matter To Matters.Cloud?
Overview Matters.Cloud provides a simple to use facility to import data when migrating from third party applications. Before attempting to migrate data into Matters.Cloud you should ensure that it is consistently formatted and backed up. Answer ...
Matters.Cloud: Getting Started Guide
Overview Welcome to the Matters.Cloud Getting Started Guide. This guide is designed to help new users of Matters.Cloud to configure their account in order to benefit from the solution quickly. We suggest having your Matters.Cloud account open so that ...