To transfer time between matters (both matters must be using the same app code), please follow the steps below:
There are two methods for transferring time: (1) Admin Tasks Transfer, which moves only the WIP (chargeable time value) and leaves the diary note on the source matter with a ÂŁ0.00 value, and (2) Drag-and-Drop, which allows you to either copy or move both the diary note and its associated time.
In DPS One Office / Financial Director âFDâ 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.- Copy: Creates a duplicate on the destination matter while leaving the original on the source.
Move: Transfers both the diary note and its associated time to the destination matter, removing them from the source. Note: The prompt defaults to "Copy," so ensure you actively select "Move" if that is your intent.Important Note: Billed entries cannot be moved and can only be copied.