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All Recoveries come through as draft and must be submitted.
For more information see the pages below at
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How to move records from the Dye & Durham Error Matter
Troubleshooting
If you have entered a Search into Dye & Durham with a matter reference that cannot be found within Wise Owl Legal, your search results will be recorded on the ‘Error’ Matter. These search results will need to be manually changed to the correct matter.
How to move records from the Dye & Durham Error Matter
Wise Owl Legal will alert pre-set users on the Error matter being used and will continue to give messages warning about the use of the Error matter for several days.
Details for use of the Error Matter can also be found within the Wise Owl Action Items Report (Reports > Finance > Lists > Wise Owl Action Items) or by within the Error Matter which can be accessed from the Matter Register by searching for ‘Error’.
Any documents or disbursements that are attached to the error matter need to be edited to allocate them to the correct matter number.
We recommend that someone in your office be appointed to check the error matter has been cleared on a weekly basis.
To Clear Documents allocated to the Error Matter
- Go to the Document Register > Allocate Documents
- Set the Date range wide enough to find your document and set the status to Final
- Use the Allocate document page to set a specific matter for this document. Once you receive a tick at the end of the line, you can navigate away and your document will be saved.
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