FAQ: How do I move a slip or multiple slips from one matter to another?

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Moving slips from one matter to another


To move a single slip:

Choose the Billing module > Time tab (or Disburse tab)
Enter the Matter and click OK
Double-click the slip in question
Change the File Number (or Client) at the top and tab off the field
Click Accept

To move multiple slips at once:

Choose the Billing module > Time tab (or Disburse tab)
Enter the Matter and click OK
Filter for the list of slips you wish to move by using the filters at the top of the Date, Description, ID, Rate or Time field
Click the Modify button
Check the File Number check box
Enter the File Number you wish to move the slips to
Click OK

 

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