Move Slips from One Matter to Another

To Move a Single Slip:

Select the Billing module icon > Time tab for the matter (or Disburse tab if moving a cost slip)

Double-click the slip to be moved.

Change the file number to the matter the slip is to be moved to click the Tab keyboard key.

Click Accept.

 

To Move Multiple Slips:

Select the Billing module icon > Time tab for the matter (or Disburse tab if moving a cost slip)

Filter the slips so that ONLY THE SLIPS TO BE MOVED ARE VISIBLE ON THE SCREEN.

Slips are filtered using one of the magnifying glass icons beside each column heading on the slips screen.

Once only the slips that are to be moved are visible:

Click the Modify button at the bottom of the screen.

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Click the check-box beside "File No" and enter the file number that the slips are to be moved to.

Click OK.

IMPORTANT: Clicking the Modify button will modify all slips visible on the screen when the Modify button is clicked. Double-check to ensure that the slips list to be modified is filtered / correct before modifying slips. Modifying slips cannot be undone.

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