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This help page also applies if you have accidentally used the Error Matter for records that you need to move.

Clear Here to move Search Results from the Error Matter

Clear Here to move Search Fees from the Error Matter

This error matter is a failsafe to ensure that your search results come back and allow you to allocate them after the search.

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  1. Go to the Document Register > Allocate Documents

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  2. Set the Date range wide enough to find your document and set the status to Final

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  3. 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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  1. Go to the Disbursements Register which can be access accessed by going to the Accounting and Finance module and then to Disbursement Register

  1. Search for the Error Matter in the Register Parameters

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  2. Click on the Reference Number of the entry you need to fix

  3. Update the matter from Error Matter to the correct matter and then Save your entry. You will need to Confirm this search before it is available to be billed

 

Recoveries

  1. Go to the Recoveries Register which can be access by going to the Accounting and Finance module and then to Recover Register

  2. Search for the Error Matter in the Recover Register Parameters

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  3. Click on the Reference Number of the entry you need to fix

  4. Update the matter from Error Matter to the correct matter and then Save

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Troubleshooting

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