Matters Created in Error

Modified on Wed, 28 Feb at 10:59 PM

Deleting a matter created in error. 



Steps


Because the system won't allow you to delete a matter with associated data it is recommend that you close the matter instead. You could preface the Matter DESCRIPTION with something like 'DO NOT USE - OPENED IN ERROR'.


To see what associated data exists you can select Matter Menu > Matter > Show Where Used. (In the context of matters examples of 'associated data' data are: Matter Folios / Cost Transactions / Matter Contacts such as matter parties / Bring-ups / Bill History / Trust transactions etc.) 


If there are any unbilled cost transactions that have been posted to the matter in error that were meant to be allocated to another matter you can transfer them by right clicking and selecting 'Transfer transactions'

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