Legalmaster
Closing a Matter
So, you’re trying to close a matter
and Legalmaster won’t let you
Usually the case screen gives you a hint as to why
you’re being prevented from closing a matter.
So your challenge is to understand the hint and
act accordingly.
For example,
You may not close a matter if it has any transactions
that have not been Posted to History.
or
You may not close a matter unless all of its
invoices have a zero balance.
or
You may not close a case that has any money in trust.
Generally speaking, the best place to go to
determine what you must do is Account Status.
Here, for
example, you
see that the
matter you
couldn’t close
because it has a
trust balance
does indeed
have a trust
balance.
Your solution is
to enter a trust
debit to zero out
the trust balance
and Post the
debit to History.
Here’s the Account Status/WIP Summary for the case that
has current period transactions.
In this case you must
either bill the unbilled
transactions, adjust off
the resulting A/R
balance & Post
everything to History,
or
write down the
unbilled transactions,
“bill” and Post them
or
delete them
or
move them to another
matter.
This is a tricky
one.
Legalmaster
wouldn’t let us
close this
matter because
it still has an
A/R balance.
But at first
glance at the
ledger card
screen, the
matter appears
to have a zero
balance.
The screen to look at is not the A/R Ledger, but Open Items.
Here, as you can
easily see, the
matter has two
offsetting invoices.
Now all you have
to do is enter two
adjustments, one
on each of the
invoices.
Once you Post the
adjustments to
History, you may
close the case.
Summary
1.
2.
3.
4.
Determine why Legalmaster won’t let
you close the case. It usually tells you.
Confirm the circumstance on the Account
Status screens.
Deal with it, usually by entering or
altering transactions and Posting them to
History.
Or call us for help.