Important: For cash-based accounting, the only requirement for inactivating a matter is that you disburse all trust funds. For accrual-based accounting, you must resolve an outstanding AR balance and disburse all trust funds to mark a matter inactive.

Make a Matter Inactive

To make a matter inactive:

1. From the left navigation panel, click Matters.
2. On the Matters screen, double-click the matter to select it.
3. From the tabs atop the section, click Settings.
4. From the tabs atop the Settings section, click Matter Info.
5. At the bottom of the Matter Info screen, under Matter Status, click the Active slider. You can click the Active slider to reactivate a matter.
6. In the upper right corner, click Save.