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

Select clients list

rated by 0 users
This post has 1 Reply | 2 Followers

Top 200 Contributor
Posts 9
Lisa Elliot Posted: Wed, Jun 15 2011 1:29 PM

When I'm choosing several clients to bill, I go to create bill, then the matter tab, then "selected clients." The list that pops up shows all my closed files along with active ones. Is there a way to get it to show only the open clients? PC Law v. 10.0 SP5, HF3

Lisa Elliot, Pink Larkin Halifax, Nova Scotia

Top 50 Contributor
Posts 128
.CIC
PCL CIC
TM CIC

Hi Lisa,

Can you clarify the matters you are seeing in the selection list?  Do they start with A* or is it just the matter number?

A* numbers are matters that have been Archived (closed) and should not show up in that list.  If you are seeing regular matter numbers but feel they are closed, perhaps you have used the Deactivation function, in which case, those would show in the selection list.

Cindy

 

Cindy Emmerson, Premier CIC/Moderator Affinity Consulting Group

Ph: 727-544-5400

E-mail: cemmerson@affinityconsulting.com

Web: www.affinityconsulting.com

Page 1 of 1 (2 items) | RSS