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.