Batch Close Matters

When matters are to be closed, it is hard to find what matters can be closed and which should be closed be using the normal matter list. The Bulk Complete Matters processing page, makes it easy to find a set of matters to review for closing. The page will show data relevant to make a decision on whether to complete the matter, or if it can be completed.

Bulk Complete Matters

• Choose the 🔎 icon, enter Bulk Complete Matters and open the page.
• The Filtering options are divided into Filtering List and Filtering Totals.
• The filtering list options, filter the matters list, where all the non-empty filters apply together, each one reducing the number of matters found.
• When Include Unfinished is selected, you can select between the options, to include matters that cannot be completed, due to these options still remaining pending.

Search action

• When the Search action is chosen, matters matching the filters will be shown in the list.
• To take a complete look at the list, select Hide Filters to hide the filters fasttab.
• The Can be Completed indicates with a checkbox of Yes/No if the matter can be completed.
• The search would list only matters that are not completed.

Complete Selected action

• It is possible to select multiple matters to be completed. Matters with Can be Completed to false, cannot be closed, if the conditions for matter completion are not all satisfied.
• When the Complete Selected action is chosen, all selected matters that allow completing must be set as complete.
• The Status column is updated to indicate the new status. The list is not updated to remove the completed matters - a new search would do that.