Before you begin
This is a System Administrator function and does not need to be performed on each PC. Ensure a backup of the database is taken before running this routine.
All users other than the System Administrator should be logged out.
Before the Rollover can take place, the rollover link must have been set up (see preceding section).
To rollover a specific matter for an individual client, use the following steps
Open Client console, filter to the relevant client.
Click on matters.
Right mouse click on the relevant matter and select Roll this Matter. That will only roll the matter for this particular client.
Alternatively, to perform a General Matter rollover, use the following steps
Go to the Action menu from any console (given you have adequate rights).
Select General Matter Rollover from the menu.
In the Rollover From field, select the matter being rolled from using the pick list. The Rollover To field should automatically display the matter for the following year.
If you wish to edit any of the selected matter’s parameters, use the menu button Edit Mode. If you do not have the privileges to do this, then you will need to exit and make the changes via the Standard Matters console.
Click Next to populate the Filtering Options screen.
Filter the clients for whom you wish to rollover the matter for.
To restrict available matters to one Partner, etc., use the selector to select the partner required.
If you require rolling over all matter for all clients, then remove all sections that may exist under the Select WHERE option.
Click Next. The list of Qualifying Matters screen will populate with the results of the query.
The tick in the checkbox to the left of the client name indicates whether the client is to be rolled or not. This section is always all ticked by default under Roll Into Matter: Does not exist. If you only want to roll some of the clients under the first section, this can be done by only ticking the ones you wish to roll.
The second list, titled Roll Into Matter: Exists are the clients who have already been rolled. You will notice the last column, Roll To Matter, has a matter name in it. The checkbox in this section is always all unticked by default.
If you would like to select all matters regardless of being already rolled over, you can select Select All Matters. This option will create new matters and replace the matters for those that have existing matters. If you want to replace only the already rolled over matters, then tick the option of Replace All existing Matters.
The Print button allows you to print a copy of the list of clients.
Click on the Finish button to start the rollover. A progress bar will indicate how much has been completed.
A message box will indicate All selected matter/s were successfully rolled. Click on OK.