- Click on Clients and Matters and select a client from where the time entry is to be transferred.
- Click on the time and fees tab and select the time entry.
- Right click on time entry and click on transfer
- Select the client where the time entry needs to be transferred.
- Click on transfer.
- Print the transfer report.
- Only unbilled time and fees transactions can be transferred.
- System will ask in case you want to remove the transfer from the transfer report > click on yes otherwise the next transfer report print will also show this transfer.