Get ready for our upcoming product updates and releases with these webinar sessions.
Important notice for users submitting Individual Tax Returns on ITM  please click here for further information.

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

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


1.    Click on Process | Billing/Invoices | Billings from WIP
   User-added image

2.    Select the client ID for the client from whom you want to transfer time or expenses
3.    Click the Transfer button 
   User-added image

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.
   User-added image

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.
  User-added image

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.
(Popularity = 0/100, Rating = 0.0/5)

Didn't find what you were looking for?

Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
CaseWare and the CaseWare logo, are registered trademarks of CaseWare International Inc. and are licenced for use to CaseWare Africa and Adapt IT. © 2018. All rights reserved.

For more information, visit

If you would like to keep up to date with the latest CaseWare Africa news:

For South Africa clients follow us on:
LinkedIn   Twitter   Facebook   YouTube  

For Nigeria, Kenya, Mauritius and the rest of Africa you can connect with us on:
LinkedIn   Twitter   Facebook   YouTube
Copyright © 2019 | All Rights Reserved