When you have added an external resource, but it is subsequently not required, you can delete that resource - provided you have not added any invoices.
To delete an external resource from a matter:
- Click on the matter
- Click on the 'Resources' tab
- Provided there are no invoices attached to that matter, the 'Delete' button will be available on the bottom left for you to select
- Click 'Delete' and confirm you wish to delete the external resource from the matter
- If external resources are no longer required, you will need to navigate back to the 'Details' tab to change the 'Resourcing' field to 'Internal' and click 'Save'
Note: An external resource can only be removed from the matter if there are no invoices attached to that external resource.
If you require more information or support, you can get in touch with the Support team here or email email@example.com.