Manage Matters
How to create and manage your matters in SurePoint Pro
By Eddie and 2 others3 authors35 articles
- Matter Based Security
- View Matters And Save Custom Filters
- Find A Matter In SurePoint Pro
- Edit A Matter In SurePoint Pro
- Transfer Matter To Another Client
- Add a Task for a Matter
- Add a Task Blueprint to a Matter
- Add a Memo for a Matter
- Add Custom Records to a Matter
- Add Custom Information for a Matter
- Add a Document for a Matter
- Add a Connection for a Matter
- Add a Charge for a Matter
- View A Matter Ledger And Matter Balance
- Add a Role or Rate Assignment for a Matter
- Add an Event for a Matter
- Add a Trust Transaction for a Matter
- ZenKM To-Go User Guide
- Set Up Billing Contact For Matter Address On Invoices
- Set Up Default Invoice Discount For A Matter
- Set Up LEDES Billing For Matter
- Set Up Custom LEDES Template For Matters
- Set Up Fixed Fee Billing For Matters
- Set Up Fixed Fee Task Billing For Matters
- Set Up Split Fee Billing Arrangements For A Matter
- Set Up Percentages for Allocation Fees For A Matter
- Set Up Percentage Of Invoice Fees Soft Cost For A Matter
- Set Up Charge Interest For Matters
- Set Up Matter Budget Notifications
- Perform Billing Actions On A Matter Page In SurePoint Pro
- Merge Multiple Matters
- Delete A Matter
- View History Audits For A Matter
- How to Create a Matter - 2 Options available
- How can I troubleshoot and resolve numbering issues in SurePoint Pro?