Spotlight: Change WIP Transactions

August 2023    Tags: ,

Did you know that you can quickly and easily change certain fields for a range of transactions that have not been billed yet? Change WIP Transactions (In the Quick Launch, search for and select “Change WIP Transactions”) provides the ability to make changes to many transactions at once instead of spending hours making changes transaction by transaction.

Change WIP Transactions can be run for all of the same ranges you can run reports and statements; the Client and Transactions tabs are the same. This helps narrow down the range of transactions you want to change. The following options can be changed using this process:

  • Set Status (Print or Hold)
  • Date
  • Convert Tcode to Task Code
  • Phase/Task, Activity/Expense
  • Sales Tax
  • Bill Code
  • Fee Category
  • Rate

Some of the most common reasons for using Change WIP Transactions include when a timekeeper has changed their rates and transactions were entered with the old rate, changing transactions from a print to hold status (or vice versa), and converting tcodes to task codes when an existing client becomes a task based billing client.

The next time you find yourself needing to change a large number of transactions, stay on schedule by using Change WIP Transactions.

Tip: Due to the number of records that could be changed using this process, we highly recommend backing up your data before running Change WIP Transactions.

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