• Overview
• Posting a Time entry
• Printing time sheets
• Modifying or deleting time entries
• Posting an Expense entry
• Printing expenses
• Modifying or deleting expense entries
• Writing off outstanding time or expenses
• Transferring blocks of time between clients
• Transfering time and expenses from one client to another
• Time and Expense properties and options

To transfer blocks of time or expenses between clients

Unbilled time and expenses can now be transferred from one client to another regardless of the date that the transaction was entered. The transactions can also be transferred to specific projects and subprojects.

To transfer unbilled time and expenses

1. Select Process | Billings/Invoices | Billings from WIP.
2. Select the client ID for the client from whom you want to transfer time and/or expenses.
3. Click the Transfer button
4. In the "To Client" area, select the client number for the client, to whom 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.

6. All unbilled time and expenses from the original client are listed. Select the transactions that are to be transferred by clicking the box(es) in the Tran column.

   As transactions are checked the amounts are accumulated in the "Amount to transfer" box.

   Multiple records can be selected and checked off simultaneously. How?

7. If applicable, in the Reference column, enter a description or reference to explain the transfer. 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.

Notes

• If the transaction is associated with a project or subproject, the date must fall on or before the completion date of the project or subproject. If the transaction date falls before the start date of the project or subproject, the user is asked to confirm that the right date has been selected.