WIP Transfer to an Open Prebill

To perform a WIP transfer to an open Prebill:

1. Select Billing.

2. Double-click on the Edit Prebills icon in the right pane.

   The Billing\Edit Prebills window opens.

   

3. Click on the Prebill # of the prebill you want to open.

   Select Form > Open from the menu to view the Prebill.

   The prebill opens in a window.

   

4. Right-click on the line item you want to transfer and select WIP Transfer from the menu that appears.

   A Transfer To window opens.

   

5. In the Client box, type the client code, or click the ellipses button to search for the client in a finder window.
6. In the Matter box, type the matter code for the appropriate matter.
7. Click on the Post changes based on date option you want to use.
8. Click on the Recalculate based on option you want to use.

9. Click OK.

   A WIP Transfer General Warning window opens.

10. Click Yes to continue.

    You are asked if you want to add the entry (or entries) to the existing prebill.

11. Click Yes to add the entry to the existing Prebill.

    The line item is removed from the prebill.