{"id":52105,"date":"2022-12-13T14:40:34","date_gmt":"2022-12-13T14:40:34","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=52105"},"modified":"2024-07-26T12:10:22","modified_gmt":"2024-07-26T11:10:22","slug":"archive-your-completed-client-matters-app","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/archive-your-completed-client-matters-2\/","title":{"rendered":"Archive your Completed Client Matters (App)"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Any Users<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will go through archiving your files on the case management app<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once a matter has been completed for a client, you can archive it. This should be done as part of your general housekeeping. Archiving can be done on a matter by matter basis or via the Batch Archive facility (Browser Only Feature).<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Archiving a single matter<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To archive one matter, simply navigate to the Clients and Matters menu in Osprey, and select the Archive button: <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"80\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/image-30-1024x80.png\" alt=\"\" class=\"wp-image-52107\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/image-30-1024x80.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/image-30-300x23.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/image-30-768x60.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/image-30.png 1252w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The following screen will appear:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"454\" height=\"257\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/image-31.png\" alt=\"\" class=\"wp-image-52108\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/image-31.png 454w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/image-31-300x170.png 300w\" sizes=\"auto, (max-width: 454px) 100vw, 454px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the date at which you want to archive the matter (the matter will appear in that month&#8217;s period end reports but not in any subsequent months) and if available, enter the location and the reference for the paper files storage.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Matters may only be archived if they have no financial balances on them at all. If your matter still has a balance it will not allow you to archive, showing a message similar to the following: <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"23\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/image-32.png\" alt=\"\" class=\"wp-image-52109\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/image-32.png 500w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/image-32-300x14.png 300w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">To archive the matter, any balance must first be cleared from the Client Ledger.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You may also see this message: <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"27\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/image-33.png\" alt=\"\" class=\"wp-image-52110\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/image-33.png 365w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/image-33-300x22.png 300w\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">This means that there is still time recording on the Time ledger, you can still archive the matter, and the time will be written off &#8211; it can be reinstated at a later date if required.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On the archive screen, Osprey will also warn you about any of the following prior to archiving a matter:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Unpaid Disbursements &#8211; these are posted on the client ledger using the posting type u &#8211; Unpaid Disbursement. The list will contain any such postings which have been added, but not either paid or cancelled, so these should be attended to prior to archiving the matter.<\/li>\n\n\n\n<li>Unticked Bank Postings &#8211; any client or office transactions which have not been reconciled by ticking on the bank &#8211; this could mean for example that although you have sent the client the balance on account via a cheque, the client has not yet cashed that cheque, so it is worth chasing up prior to archiving the client.<\/li>\n\n\n\n<li>Unmet Key Dates &#8211; Key dates which have been added under Case Management, but not marked as having been completed. <\/li>\n\n\n\n<li>Suspended Time Entries &#8211; timed entries using the timer which have not been posted. <\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Click Save to Archive the Matter.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Restoring an Archived Matter<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you have archived a matter by mistake, or a query comes up meaning that you need to reopen the matter, this is a simple process. Simply navigate to the clients and matters area of Osprey, and search for the client you wish to restore.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then, click the Restore button: <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"80\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/image-35-1024x80.png\" alt=\"\" class=\"wp-image-52115\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/image-35-1024x80.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/image-35-300x23.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/image-35-768x60.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/image-35.png 1255w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The matter will now be restored.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This guide will go through archiving your files on the case management app Once a matter has been completed for a client, you can archive it. This should be done as part of your general housekeeping. Archiving can be done on a matter by matter basis or via the Batch Archive facility (Browser Only Feature). [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":0,"template":"","categories":[196],"tags":[],"class_list":["post-52105","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-client-matters-app"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Archive your Completed Client Matters (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will go through archiving your files on the case management app\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/archive-your-completed-client-matters-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Archive your Completed Client Matters (App) - Osprey Approach Customer Support &amp; 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