Changing the Status of Project (Matter)

Change the Status of  the Project(Matter)

Bill4Time Offers Two Standard Statuses for Matters/Projects: Closed or Open.  To learn how to add additional statuses in B4T, click here. 

1. Open the Matter.
2. On the right-hand side look for Matter Status.
3. Change the Status to "Closed".

Permanently Delete a Project(Matter)

It is possible for a System Admin to delete Projects from the system; however, this is only an option when the Project doesn’t contain any information. This means all Time Entries, Expense Entries, and Notes will need to be deleted from the Project. 

If you're wanting to Permanently Delete a Client click here for more information. 

Note: For auditing, tracking, billing purposes it may be best to simply close the Project instead as once the information is Deleted it cannot be recovered. If you're wanting to close a Project instead, click here for more information. 

 How to Delete a Project

1. Click on the Project tab from the main menu bar
2. Select the Project to Delete
3. Delete all ‘Invoices’
   • Go to the ‘Accounting’ tab
   • Click on any item marked ‘Invoice’ to open it
   • If Finalized click the blue ‘Unfinalize’ button, if/when Unfinalized click the blue ‘Delete’ button
   • When prompted click the ‘OK’ button
   • Repeat until there are no more marked ‘Invoice’
4. Delete all ‘Work Entry’ (Time Entry) items
   • From the ‘Work History’ section toward the bottom of the page, click on the first line you see that is marked ‘Work Entry’
   • Click the blue ‘Delete’ button on the bottom right
   • When prompted click ‘OK’
   • Repeat until there are no more marked ‘Work Entry’ 
5. Delete all 'Note' Entry items
   • From the ‘Work History’ section toward the bottom of the page, click the small garbage icon at the end of the entered text for anything marked ‘Note’
   • When prompted click ‘OK’
   • Repeat until there are no more marked ‘Note’
6. Delete all Expenses
   • Go to the ‘Expenses’ tab
   • Click Expense to open it
   • Click the blue ‘Delete’ button on the bottom right
   • When prompted click ‘OK’
   • Continue until there are no more Expenses listed
7. Click on the blue ‘Delete’ button on the upper right side of the screen
8. When prompted click ‘Ok’