Each Financial Year, businesses will want to create a new Matter code for the new year e.g.: 2021, 2022 etc.
This is done by adding the new value (e.g.: 2021, 2022) to any document in the system. Once a document has been tagged with this new matter it will be available for access via the Matter drop down menu either in the AddIns, or via the Document Properties / Matter field.
If you are using an AddIn, simply add in the new value e.g. 2021 etc, into the Matter field for any document you are saving. Once you have done this, 2021 will then be available for all staff via the Drop Down menu for matters.