The Matter Manager allows you to access the most commonly used matter-related functions from a central location. Matter information, accounts receivable, work-in-process, client funds and trust account balances can easily be seen, along with lists of the most recent transactions and statements. Multiple common matter-related programs can be launched as well as a customizable set of reports. When a Tabs3 program is launched from the Matter Manager, it is automatically launched with the specified matter selected. When a report is launched from the Matter Manager, the specified matter is selected for the client range, and a predefined report definition is loaded.

The Matter Manager consists of multiple tiles:

Matter Information

Billing Summary Tiles

Accounts Receivable

Work-in-Process

Client Funds/Trust Balance

List Content

Recent Activity

Fees

Costs

Payments

Statements

Write Offs

Client Funds

Trust

Trust Requests

 

The Matter Manager also includes two collapsible panes on the right side of the window:

Take Action

Reports

Tip: You can also access the Matter Manager by clicking the icon on the toolbar or by pressing Ctrl+M. This will put focus in the most recently opened Matter Manager window, or open a new Matter Manager window if not currently open.

Note: Clicking a matter in the Recent or Pinned Matters section of the Quick Launch pane will put focus in the oldest Matter Manager window for that matter, or open a new Matter Manager window for that matter if one is not currently open. Holding the Ctrl key while clicking a matter in the Quick Launch pane, the Matter Manager action on the Home page or Quick Launch pane, or when clicking the Matter Manager icon on the toolbar will always open the matter in a new Matter Manager window if one is not currently open.

See also:   How to Automatically Open the Matter Manager when Starting Tabs3