Matter Bulk Actions: How to assign an interest rule, discount rule, tax, or convenience fee to Matters in bulk.
Matter Bulk Actions allows you to update Matters in bulk. Features include interest, discounts, taxes, and convenience fees.
NOTE: In order to use Matter Bulk Actions, you must enable the permission in 'Settings'. Accessing the 'Settings' section requires administrative access. For help, contact your firm administrator.
5. Use the bulk toggle to select all Client : Matters. Or, individually select the Matters you'd like to apply the changes to and click 'Bulk Actions'.
All settings above will overwrite the existing settings on the individual matters that have been selected.
NOTE: In order to use this feature you must have the permission tied to your user profile. See your firm's administrator for help.