How to transfer time entries

Steps :

  1. Click on Clients and Matters and select a client from where the time entry is to be transferred.
  2. Click on the time and fees tab and select the time entry.
  3. Right click on time entry and click on transfer
  4. Select the client where the time entry needs to be transferred.
  5. Click on transfer.
  6. Print the transfer report.

Tips

  • Only unbilled time and fees transactions can be transferred.
  • System will ask in case you want to remove the transfer from the transfer report > click on yes otherwise the next transfer report print will also show this transfer.