Who is this guide for?
Should have a client with multiple matters and time has been posted to the incorrect matter it is possible to transfer time to the correct matter.
Transferred Time Ledger
To view time postings that has been transferred to or from a client, navigate to Time Recording > Transfer Time > Transferred Time.
To do so, select Transfer Time from the Time Recording Menu.
It is possible to filter the postings by Fee Earner, Date.
Tick the postings to Transfer
Enter the client and matter numbers to transfer the postings to
Should you need, to click Show Client Search to search for the matter to select. With the client and matter numbers filled in click Transfer Time.
You will also be asked to confirm you wish to move the Matter History entries also, please ensure you click OK, choosing Cancel with leave the Matter History entries on the original matter.