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When to Perform a Manual Merge

Perform a manual merge if you have existing transactions affected by an update to:

  • Work codes
  • Staff rates
  • Time and expense entries

The update to the work code or staff rate is automatically merged to CaseWare Cloud, however, recalculated time and expense transactions are not.

Perform a manual merge to ensure users on Cloud can see any recalculated amounts on their transactions. Ensure you are Online (connected to Cloud) in the Time file.