Matter

Productivity Tip

Matter is a further classification which may be used to 'group' actions. Lawyers use Matters for billing - so all staff doing work on a particular 'job' can add time for telephone calls, documents they write and so on and then they can bill the job as a whole. We use this to small degree with billable work we do for software clients. It helps to identify these time entries in the Journal for future billing. You need to have admin right to be bale to create and manage Matters.

Add a new Matter

1.	Click on Admin and then Matter.

2.	Add your new value as required and when finished, click Close.

Use a Matter

1.	You can use Matter in a number of places throughout the system - generally allied to telephone calls, meeting and documents.

2.	Below you can see an example of this with an inbound telephone call.