Please note only full WIP entries can be transferred. If you have already part billed a line of WIP you will not be able to use the WIP Transfer feature.
To access the WIP Transfer utility, go to the Processing menu at the top of the screen and select Transfer WIP Entries.
This will open the Transfer WIP Entries screen.
The Office will default to the logged-in employee’s office. You can change the selected office from the drop-down menu or select * to search across all offices.
The Employee will default to all employees (*), meaning all employees who have captured time against this client will be included. Alternatively, you can filter to a single employee.
Ensure you review the From and To dates so that all relevant entries are included.
In the From client area, select the client and task you wish to transfer the WIP from.
Click on the Update search button ⟳ if you would like to view WIP before entering To clients details.
Example Search Display
In the To client area, select the client you wish to transfer the WIP to, along with the relevant task. Click the Update search button.
Tip: If no entries are displayed in the grid, check that you have selected the correct From and To dates.
Any time entries will be displayed under the Timesheets tab. Disbursements will be displayed under the Disbursements tab.
Use the checkboxes to select the entries you wish to transfer (for example, to Darling Harbour Trust – Taxation task).
Click the Begin transfer button. A data transfer preview will be displayed before you click OK.
Select the Ok button and a prompt will just confirm you want to proceed to transfer.
Warning: there is no record of the transferred WIP item on the From Client WIP ledger. See the Audit Trail and Reporting below for accessing this information.
Audit trail and reports
It is recommended that you print the relevant report for audit trail purposes once the transfer is complete and before closing your browser.
To do this, click the Print Transfers button. The report will open on screen for you to save or print.
You can also access this report from the Reports area and use the filters to print details of transfers for the relevant dates.
