Open a draft invoice to edit
User ensure the “Time” tab is selected, Click “Move Time Records” button and you will see “Move Time dialog” appear
Move time dialog
1 Select the Time records in the dialog by checking the checkbox on each time record row, to select every time record for a user within a case, click on the user-name row or if you want to select all records to a case, click on the Case-name row. You can also toggle the record selection by clicking on the case or user-row twice. When you have selected the records to move.
2 Select the destination case to move to, by selecting the case in the drop-down list, you can find the case either by its case number or by its client/case-name.
3 If you want to move the records to a different invoice you can select that invoice in the invoice dropdown, which will show all available draft invoices for the specified client/payer.
Selecting invoice is optional if no invoice is selected the records are moved out from the current invoice and will be available for the next bill cycle.
When you are ready you can press “Move”-button to execute the move of the records, the current invoice will be modified and saved after the move has completed.