To move one or all matters from one fee earner to another follow the below instructions:
Go to the DPS Config icon on your desktop and select Advanced, Matter Management.
Leave the select at All Matters or tick One Particular Matter.
Select the From branch and the To Branch. This may well be the same branch
At the box Where Fee earner is, select the fee earner the matter is being moved from, and then select the fee earner the matter is being moved to. Click Transfer.
A message displays warning that you're moving matters from one fee earner to another. If you're happy to proceed, click Yes.
A message confirms the transfer and process is completed. click OK.
Run a matter balance report if you wish to check. Go to Reports, DPS reports, Matters tab, Matter Balances, Enter a fee earner initials, click Run Report.
If you are still having issues, please raise a new case online and reference the title of this article.