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