Page 105 - 3E User Manual- updated 3-2018
P. 105
Matter Inquiry
• If desired, export to Excel using the part with an arrow in it.
• Print.
• Maximize using the icon with four arrows pointing outward (if maximizing, select the same icon to minimize).
• Closing out of the part by selecting X is NOT recommend as once the part is closed, the part does not return
when returning to this process!
o One part on this screen is called Trust Balances. S-E-A does not use Trust accounts, so X this part.
o If the user accidentally X out of a part, the part can be restored by selecting the gear button to the top
right of the Matter Inquiry screen:
o Select Restore Dashboard:
Transaction Listings
• Any of the reports below can be selected and the report will appear on the screen:
Matter Inquiry 3/27/2018
