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FAQ

CaseWare Time | How can I transfer unbilled time and expenses?

Published:  25/07/2017
How can I transfer unbilled time and expenses?

  Answer:

1.    Click on Process | Billing/Invoices | Billings from WIP
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2.    Select the client ID for the client from whom you want to transfer time or expenses
3.    Click the Transfer button 
 
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4.    In the To Client area select the client number for the client which you want to transfer from the drop-down list. 
  •  The full name will be displayed in the box to the right.
5.    If the transferred billing is to be assigned to a specific project and subproject, select them from the drop-down lists.
  • If the project or subproject is not displayed, access the Setup Clients dialog to assign more projects for the target client.
 
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6.    All unbilled time and expenses from the original client are listed, then select the transactions that are to be transferred by clicking the box(es) in the Tran column.
 
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7.    If applicable, you may provide a description or reference an explanation of the transfer, in the Reference column,
  • If the description is more than 15 characters long, click to open the memo dialog and complete the entry.
8.    Click the Process button to complete the transfer.
 
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