To delete a matter you go to the edit screen for that matter. To access this screen, click on icon at top left of matter name:


The "Edit Matter Properties" screen will appear.





















Click the delete button.

 

Please note that there are many situations in which a matter cannot be deleted. If this happens then instead of a delete button you will see a list of explanations why it cannot be deleted. The reasons may include:


  • The matter has 1 or more sale/purchase records
  • The matter has 1 or more open tasks
  • The matter has 1 or more sale/purchase line item records
  • The matter has 1 or more account records
  • The matter has 1 or more appointment records
  • The matter has 1 or more Matter total records
  • The matter has 1 or more billable hours

You will need to clear these before the matter can be deleted.