How do I change an invoice matter arrangement type to flat?

To change the matter arrangement type to flat, follow these steps:

  1. Submit the invoice (either through the Billing Wizard or Quick Invoice)
  2. On the Review Validation Summary Report page, click on the Editor icon (paper and pencil)
  3. On the Simple Editor, click on the Advanced icon, in the upper right hand corner
  4. Click on the Matter Tab across the top of the Advanced Editor
  5. Change the Matter Arrangement Type to Flat
  6. Click Save in the Advanced Editor
  7. Click Close in the Advanced Editor
  8. Click Close in the Simple Editor
  9. Proceed with the invoice submission