How can I create matters with the same code for several clients?

  • In the menu « Clients / Matters > Matters grouped creation »
  • Designate for which clients the cases will be created.
  • In "creation options", add the code of your new matter then a title.
  • You can then decide to keep the sales codes used in previous cases for automatic re-invoicing, or to choose others (in this case, uncheck "identical"). Same remark for the time billing unit -> "create matter".
Tempolia screenshot showing the grouped matter creation or renewal form
The grouped matter creation or renewal form.
Tempolia screenshot: Created matters after grouped renewal.
Created matters after grouped renewal.

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