Billing Q&A: Changing Multiple Matters to Inactive

October 2023    Tags: Clients, Tabs3 Billing

We have a client with many matters that we want to mark as inactive, so that when we run reports or statements it will only include the matters we are working on. Is there a way I can make all of them inactive at once instead of going into each individual matter?

To make changes for multiple client matters all at once, you can use Change Client Options. Because Change Client Options is a powerful feature that can make changes to all of your clients at once, we recommend making a backup when prompted.

To mark multiple matters as Inactive via Change Client Options

1. In the Quick Launch, search for and select “Change Client Options.”
2. On the Client tab, enter the range of client matters that you want to mark inactive. Alternatively, click the Multiple button to enter multiple Client IDs or multiple client ranges.
3. On the Setup tab, click the Select button, select Inactive and Archive Matter Address, and click OK.
4. Select the Inactive check box.
5. Optionally select the Archive Matter Address check box.
6. Click OK.