Selecting matters

It is possible to select individual matters from directly within the Accounts Ledger and Time Ledger, without having to select a client first. The Select Matter button, located on the right-hand side of the Context bar, allows you to search for a matter based on specific criteria.

To select a matter:

1. Click the Select Matter button on the Context bar. A secondary window opens ready for you to define your filters.

2. Enter the desired search criteria, e.g. to search for a matter by the date it was opened, type the appropriate date into the Opened field.

3. Click Find Now. The matching records are then displayed in the lower portion of the window allowing you to scroll through, and find the desired matter.

• To collapse the filter criteria so you can see more of the result, click the Less button. To expand them again, simply click More.

4. Highlight the desired matter and click OK. The appropriate matter details are opened.