Transferring WIP to a different client (AO)

You can transfer WIP to another client/job if:

the job type specifications are the same. For example, you cannot transfer WIP between chargeable and non-chargeable jobs.
the transactions are unbilled.

To manually correct WIP

reversing the time/disbursements charged to the client by:
- editing the existing timesheet/disbursement entry
  OR
- entering a new negative timesheet/disbursement entry.
entering new timesheet entries against the correct client/job.

To transfer WIP from one client to another

Select WIP Transfer from the menu. The WIP Transfer page opens.
Select the Client and Job that you want to transfer the WIP from. A list of available WIP transactions appears.
Select the To Client and To Job and Job Year if applicable that you want to transfer the WIP to.
Click the checkbox for each WIP transaction you want to transfer. Ticks appear in the checkboxes to identify the transactions that will be transferred.
Click Transfer WIP. The WIP Transferred message window opens.
Click OK. The transferred WIP entries are removed from the grid.
Click Close.

To change the task code for a disbursement entry

As you cannot edit the task code in a saved disbursement, you can:

enter two transactions in that disbursement (if still within a current accounting period or timesheet lock date is not enabled for that date):
a negative entry line for the incorrect task code, and
a positive entry line for the task/code to which you wish to change to.