Access APS

A Matter is created in Client Console but user is unable to find it in Tax Manager when creating a return.

Practice Management: Check if the Matter is a Tax Matter

Practice Management: How to roll over matters individually and in bulk

A Standard Matter needs to be created from the Standard Matter Console. 
The Standard Matter is then used as a Template to create a Matter for each Client.

Practice Management: Create a new Standard Matter for Clients

Practice Management Matters

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