Active and Inactive vs. Open and Closed
In Brief Accounting Active/Inactive and Open/Closed are two different things.
Active/Inactive is nothing to do with File Management. It has to do with accounting activity. A matter is considered active if it has unbilled time, funds in trust or a balance in A/R.
When you are in a specific module and searching for active files, Brief Accounting only returns files that are active in the module you are looking for. For example:
If you go to the A/R module > Statement tab and check the Active Only check box, you will be returned a list of all matters that currently have active A/R (balances outstanding).
If you go to the Billing module > Summary tab and check the Active only check box, you will be returned a list of all matters that currently have unbilled time.
If you go to the Client module > Matter tab and check Active only, you will be returned all matters that are active in any way. They have one or a combination of unbilled time, outstanding A/R or funds in trust.
Marking a Matter Open or Closed is completely different. If you mark a Matter as closed, the following will happen:
1. The matter will be removed from Brief EnCounter the next time a matter list update is applied.
2. You will not be able to enter new time on the file.
3. The Archive info screen will be enabled, which allows you to enter Archive info such as Box numbers and Destroy Dates.
When a file has been marked closed, it can still be active. A closed file can be carrying an A/R balance. You just can't enter new time on a closed file.
To mark a matter as closed:
Choose Client module > Matter tab and pull up a Matter card
Mark the matter closed
The closed date will be recorded