Billing Q&A: Transfer Transactions

October 2019    Tags: , ,

I entered several fees, only to discover that I entered them for the wrong matter. Is there an easy way to move these to the correct matter without having to delete and reenter all of them?

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

  1. From the Maintenance menu, select Transfer A/R and Transactions.
  2. In the Client section, select the clients you want to transfer From and To.
  3. In the Transaction Type section, select the Fee check box.
  4. In the Transfer Range section, select the options needed to specify only the transactions you want to move.
  5. Click OK.

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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