CIC Solutions Forums
Certified Independent Consultant Solutions Forums for
LexisNexis® Practice Management Products
Time Matters - PCLaw - Billing Matters - Browser Edition - HotDocs

Matter closing

rated by 0 users
This post has 1 Reply | 0 Followers

Top 200 Contributor
Posts 8
Diago Fernandes Posted: Mon, Sep 28 2009 9:35 AM
When I try to close & archive a matter, I get error ' The matter CT2967 cannot be closed due to the -activity in a month that has not been closed. I checked the client ledger and find zero balance. There is no work in progress nor unbilled time or trust funds, etc. The last transaction done was in Sept 23 2009. Do I have to wait for this month to passby before I can close the matter in PC Law. Many thanks.

Diago Fernandes IT Administrator Bin Shabib & Associates (BSA) LLP Building# 3, Level 6, Dubai International Financial Centre (DIFC) PO Box 262, Dubai, UAE T +9714 368 5555 (ext 239). PC Law Enterprise Pro V 10.03a

Top 10 Contributor
Posts 1,699
.CIC
BM CIC
BMP CIC
PCL CIC
TM CIC
You can not close and archive the matter until you have closed all the months with activity. Since there was a transaction in September, you can not close and archive the matter until you have closed September.

 

Caren Schwartz (Moderator/CIC)

35-45 Consulting

& Time & Cents Consultants, LLC

Southport, CT

www.3545consulting.com / www.timeandcents.com

203-254-7736

Software for Managing Time, Money & Information

Time Matters, Billing Matters, Billing Matters Plus, PC Law CIC

 

Page 1 of 1 (2 items) | RSS