To close a matter we suggest that you close it from the DPS Financial Director module, Client Postings tab.
Select Ledger Card and enter the matter reference.
Click on the Completion tab, click in the Close Matter box, Save.
A red closure banner will appear along the top of the matter ledger.
Note that any messages preventing closure will be shown here.
Matters can also be closed via Case, via the Matters tab.
Click on the GDPR/Completion tab, click in the Close Matter box.
Select Save and then OK.
If you are still having issues, please raise a new case online and reference the title of this article.