To transfer time between matters (both matters must be using the same app code), please follow the steps below:
In DPS One Office / Financial Director βFDβ go to File.
Select Matters.
Enter Matter Ref of matter you wish to move/copy the time from and click Search.
Double-click on the highlighted row.
Click OK.
The file label will appear, click OK.
Repeat steps 1-6 for the matter you wish to move/copy the time to.
You will now have 2 Open Files which will appear under the blue Case Management banner on the top left-hand side of your screen.
Click on the matter which you wish to move/copy the time from, then scroll down the file history in the Centre of your screen and locate the item of time to move/copy.
Left click (and hold) on the item then drag over to the Open Files section on the top left-hand side of your screen then release mouse button on the matter you wish to move/copy the time to.
Select an option, either Copy or Move the item.
