Matters are to be used to represent a case, legal matter or project. Essentially they represent the work being undertaken on behalf of the client. Each matter belongs to a client record and is automatically assigned a unique matter code.
Create A Matter
Step 1: Select Matters
Select Matters from the left hand navigation bar to open the All matters list page..
Step 2: 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.
Step 3: Submit and Open
Click the Submit and open button located in the bottom right hand corner of the form.
The Matter overview page will then be displayed on screen.