Do you encounter situations where unbilled time (WIP) needs to be transferred from one matter to another? Whether it’s a single timeline, multiple timelines, or all timelines, the Transfer WIP and Unbilled Disbursements app makes the process simple and efficient.
To transfer WIP:
Open the Transfer WIP and Unbilled Disbursements app from the Administration Window > Clients Tab.
- Enter the client and matter number where the WIP is currently recorded.
- Enter the client and matter number to which you want the time transferred.
To refine the records displayed, you can apply a date filter and tick the Time Detail box.
- All unbilled time within the specified date range will be displayed.
- Select one, multiple, or all timelines as needed.
- Once selected, click the Move Time Details option to complete the transfer.
That’s it! The transfer is now complete.