If there are only a few transactions, you can load each fee entry and click the Transfer button at the top of the window to transfer the transaction to a new matter.
If you have more than 2 or 3 transactions, or if you are on an older version of Tabs3, you may want to use the Transfer Transactions program. The Transfer Transactions program can be used to transfer unbilled fees, costs, and/or payments between clients. When selecting to transfer fees, costs, and/or payments, you can select a range of transactions based on tcode, timekeeper, category, date, and/or reference number. This can help make sure that you are only transferring the transactions that you want to transfer.
To transfer transactions between clients
Note: When using the Transfer A/R and Transactions utility, keep in mind that once the transfer has been performed, the only way to undo it is by restoring from a backup or transferring the transactions back to the original matter.
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