Osprey Academy - Customer Support & Training

Using Osprey

Learn how to use Osprey to manage your day-to-day operations and processes

Who is this guide for?

Case Workers

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.

Transferring 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.

Click OK to confirm

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.

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