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Reassigning Fee Entries to a Different Matter

You can reassign one or more unbilled time and fee entries to a different matter. This is useful when time is recorded against the wrong matter.

NOTE: Only unbilled entries can be moved. If the time has already been billed (included being added to a draft bill), it can't be moved.

 

To move one or more time and fee entries:

  1. View the matter the time entries are currently recorded against. (See Editing a Matter to learn more.)
  2. Click the Billing menu icon. The Billing page appears.
  3. Choose Fees on the left side of the page. The list of fees is displayed.
  4. Select each unbilled time entry you want to move. You can use the Unbilled Status column of the list to help find the entries.
  5. Click Reassign matter. The Reassign Time Entries window appears.
  6. Review and verify the selected time entries are the ones you want to move.
  7. Click the Destination Matter drop-down list and choose the new matter.
  8. Click Reassign. Each time entry you selected is reassigned

TIP: When moving a single time entry, you can also click the entry in the Fees list and then change its Matter.

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