“We have noticed some of our Matters are not included in our Prebill run. Research shows they are all set up for a Billing Cycle we do not typically use.  Can we globally change these Matters?”

You can globally change the Billing Cycle on these Matters by accessing the File Maintenance Manager and choosing TOOLS, Manage Matters. Once the Matter Manager is displayed, make sure Billing Cycle is shown in the grid as a column.  If it is not showing, right click and choose “Select Grid Fields.”  Drag over “Billing Cycles” to the column header area and then click REFRESH.  You can then sort the list by Billing Cycle. Highlight/Select all the Matters that are set up for the incorrect Billing Cycle, right click and choose Edit Selected.  The following window will appear:

Choose the correct Billing Cycle and then click OK.  Confirm to proceed. Depending on the number of Matters you are changing, it may take a while.