When a matter is no longer in use it should be closed off.
To archive a matter:
Select the matters icon (gold document folder) from the top menu bar
Search for the matter to be archived
Select actions
Select close
Select 'Close Matter' when the confirmation window appears
Archived matters can still be viewed, however no transactions can be added or edited relating to this matter.
To view an archived matter, go to:
The matters tab (gold document folder) from top menu bar
Select advanced search
Tick only the Archived box under Status
