How to Move Transactions Between Clients and Matters
Overview: This article will walk you through moving transactions between clients and matters.
Step 1: On the Dashboard page choose Clients & Matters.
Step 2 Click on View Clients and Matters List. This will open up the View Matters List Page.
Step 3: Click the expand arrow next to the client to see the matter with transactions that you want to move. Click on the name of the matter (on the blue text). This will open up the matter ledger.
Step 4: Click on the transaction that you want to move.
Step 5: Use the drop-down arrows next to client and matter to reassign the transaction.
Step 6. Click Update when finished.