Transferring Time to a Different Client-Matter

To transfer time from one Client-Matter to another, call the transaction up in the Fee Entry screen, change the Client-Matter number, enter through the field and click SAVE.

To transfer multiple time entries:

Highlight/select the time entries in Time Manager.

Right click and choose Edit Selected.

Type in the correct Client-Matter Number and click OK.

You may also transfer time entries in Bill Preparation (assuming you have access) by highlighting the entries and choosing ACTION, Change Matter.  Enter the correct Client-Matter Number and click OK.

Note that there is no "undo" button on the transfer feature. If you are transferring a large number of entries, you may want to print a Fee Listing with the record # on it berfore you perform the transfer in case you need to move back the transactions.