Transferring Matter Billing Activity

You can move billing activity from one matter to another.

NOTE: You cannot transfer billed activity. You will have to unpost the bill and then you can transfer the bill’s activity.

1. Select Matters > Transfer Matter Billing Activity. The Transfer Matter Billing Activity window appears.
   
   

2. Under From, select the matter that is currently associated with the matter billing activity you want to transfer.

3. Under To, select the matter that you want to be associated with the matter billing activity.

4. Under Date Range, select the type of transfer you want to perform. Select:

   1. All Activity to transfer all matter billing activity.

   2. Date Range to transfer only the transactions on or between the dates you specify. When you select this option, date boxes appear letting you set the start and end dates for the date range.

5. Click Transfer.