v9.6 Move time from non-recoverable to recoverable

Roger Luchtefeld

September 14, 2017 14:05

Not planned

We have non-recoverable clients where staff enter time to prospective clients. For one of our services, many times this time incurred can become billable if the prospect becomes a client. Is there any reason 'Transfer WIP to Another Client' cannot be made available to non-recoverable clients? We currently do time entries to back out of the 'prospect' client and then add to the new client, and this can be quite cumbersome. Thank you.

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Michelle Harris October 04, 2017 10:45

Hi Roger,

How would you handle the fact that all of your reports would stop balancing? If you are transferring non-recoverable WIP from a previous month to be recoverable then the opening balance on all reconciliation reports would have changed.

Thanks

Michelle

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