This article describes to use the Archive Matters utility with Unity Practice Management Accounts

General Information

• This utility allows you to archive and unarchive matters.
• It checks for incomplete undertakings and outstanding bank reconciliation items before archiving. These checks can be disabled to speed up the archiving process 

How To Access This Utility

1. Open the Accounts program.
2. Click the Utilities icon
3. Double click the Archive Matters option.

How To Archive A Matter

1. Select a matter code, either enter a matter code manually then press Tab or search for a matter code by clicking the ellipsis.
2. The details of the selected matter will be displayed.
   1. • The "Messages" field will provide a reason if the matter should not be archived, for example if a client balance exists.
      • In the Additional Archive Information section, you can (i) alter the close date (ii) alter the destroy date (iii) enter an archive number (iv) enter a location (v) enter a box number.
      • The destroy date defaults to 7 years after the close date.
3. Click Archive

How To Unarchive A Matter

1. Select a matter code. Either enter a matter code manually then press TAB or search for a matter code by clicking the ellipsis
2. A message will appear asking you to confirm your selection.

For further help using the archive matters program, please see the below video which will also guide you through the process: