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There are occasions when time is captured for the wrong client, or against the incorrect job number.  You can move the time that you have captured against a client or a job.

Find out how to:

Step-by-step guide


Moving time between clients


Here's a visual demonstration for moving time between Clients

  1. Click the MoveCosts button on the Ribbon.

  2. Click the Select an Action field, and select Move Time between Clients.



    Notice that there are two groups on this screen, the From and To group. 

  3. In the From group:

    1. Select the Company you would like to move time from. 

    2. Select the client you want to move time from by clicking the Client field.

    3. Select the Employee you would like to move time for. 

      Select All Users to move time for all employees. 
    4. Select the Time entry you would like to move.

      You can move a specific time line entry, or select All Time and Materials to move all time for the selected client. 


  4. In the To group:

    1. Select the Company you would like to move time to.

    2. Select the Client you are moving the time to.
  5. Click the Move button.



    It is confirmed that the time has been moved.

Moving time between jobs


Here's a visual demonstration for moving time between Jobs


  1. Click the Move Costs button on the Ribbon.

  2. Click the Select an Action field, and select Move Time between Jobs.



    Notice that there are two groups on this screen, the From and To group.

  3. In the From group:

    1. Select the Job from which the time must be moved.

    2. Select the Employee you would like to move time for.
       

      Select All Users to move time for all employees. 

    3. Select the Time entry you would like to move.

      You can move a specific time entry, or select All Time and Materials to move all time for the selected job. 




  4. From the To group: 

    1. Select the Job to which the time must be moved.
  5. Click on the Move button. 



    It is confirmed that the time has been moved.