A matter's status controls whether invoices and accruals can be submitted against it.
Status | Invoices | Accruals | Editing |
Open | Can be submitted | Can be submitted | Allowed |
On Hold | Can be submitted | Can be submitted for the month the matter was put on hold. Blocked from the following month until the matter is moved back to Open. | Allowed* |
Closed | Cannot be submitted | Cannot be submitted | Not allowed. Reopen the matter first. |
*On Hold currently behaves the same as Open apart from the accrual restriction.
Close or reopen a matter
Go to Menu > Matter Management > Search/Add Matters.
Find the matter and click its Matter Reference.
Click Close Matter (top right).
To reopen, follow the same steps. The button changes to Reopen Matter.