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Moving time between matters

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Written by Huzayfah Patel
Updated over 4 months ago

To transfer time between matters (both matters must be using the same app code), please follow the steps below:

  1. In DPS One Office / Financial Director β€˜FD’ go to File.

  2. Select Matters.

  3. Enter Matter Ref of matter you wish to move/copy the time from and click Search.

  4. Double-click on the highlighted row.

  5. Click OK.

  6. 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.

  1. 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.

  2. 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.

  3. Select an option, either Copy or Move the item.

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