WIP transfer

• Move transactions from Stage A to Stage B
• Move transactions from Project A to Project B

This allows you to move work that staff have entered in the incorrect location in their timesheets or expenses, to the correct location so that it can be on-charged on a project invoice as required.

Transfer to another stage in the same project by:

1. Go to: Project > Transactions tab > WIP view.
2. Check the box against each of the transaction rows that you want to move to another stage.
3. Click the multi-row select options arrow, and select the 'WIP transfer' option.
4. The project drop-down defaults to show the project that you have open now.
5. Select the new stage that you want to send all the transactions to from the drop-down list.
6. Save.
7. All the transactions are sent to the new stage for the selected project.

Transfer to another project by:

1. Go to: Project > Transactions tab > WIP view.
2. Check the box against each of the transaction rows that you want to move to another stage.
3. Click the multi-row select options arrow, and select the 'WIP transfer' option.
4. The project drop-down defaults to show the project that you have open now. Change this to the new project that you want to send the transactions to using the drop-down list.
5. Select the new stage that you want to send all the transactions to from the drop-down list.
6. Save.
7. All the transactions are sent to the new project / stage selected.