The Matters menu of TaBS is located on the dashboard and can be accessed from any page within TaBS. Matters are the client matters that are worked on and billed to specific clients. The Matters menu has been designed to allow users to add, manage, and view matters. These features have been organized around a sub-menu and a matters list. Adding matters allows users to attach them to clients and then create billings.

Depending how you system was configured, you might be unable to create matter directly from this menu. In that case, new matter can be added via New Business Engagement Process form Dashboard.

For users new to TaBS, click on the Overview heading to learn more. For more information about a specific feature or topic within the Matters menu, click on the desired topic below.