- Dye & Durham Knowledge Base
- Unity® Accounting
- Time and Fees
-
Unity® Practice Management
-
Unity® Accounting
- Installation, Configuration and Updates
- Migrating to Unity® Accounting
- Getting Started
- User Accounts
- Opening and Creating Companies
- Clients and Matters
- Lists and Codes
- Reporting
- General Ledger / Chart of Accounts
- Trust Accounting
- Time and Fees
- Disbursements and Expenses
- General Accounting
- Bank Reconciliation
- Month/Year End
- Billing
- Vendors and Accounts Payable
- Payments, Receipts and Deposits
- Audits
- Payroll
- Learning
-
Unity® Lender Centre
-
eConveyance
-
eCore
-
eCorp
-
Estate-a-Base
-
Fast Company
-
Will Builder
-
Legacy Products
How to Transfer a Time Entry
Steps :
- Click on Clients and Matters and select a client from where the time entry is to be transferred.
- Click on the time and fees tab and select the time entry.
- Right click on time entry and click on transfer
- Select the client where the time entry needs to be transferred.
- Click on transfer.
- Print the transfer report.
Tips
- Only unbilled time and fees transactions can be transferred.
- System will ask in case you want to remove the transfer from the transfer report > click on yes otherwise the next transfer report print will also show this transfer.