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 | Accrual reminder email paused. Can be submitted for the month the matter was put on hold. Blocked from submitting accruals for the following months unless the matter status is changed 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.