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Access
Launch the client-matter dashboard and select the transferred-to (destination) matter or the transferred-from (source) matter. Press on the WIP button to launch the pre-filtered WIP results for the affected matter.
Detailed Version Tab Filter Options
Press on the “Find Changes and Transfers” hyperlink to launch the report filter form.
Date Range: The default will include all the changes and transfers completed for the period. If you know when the transfer or change was executed, modify the date range.
Working Member: Enter the working member for the time or disbursement entry transferred or changed if known for a more discreet result, else leave blank.
Type: The default is “Matter to Matter”, in which case the report will be limited to time and disbursement entries transferred from one matter to the other. However, the drop-down box includes the ability to find entries where the entries were transferred from one member to the other or one transaction date to another (options in the transfer form). There is also the option to find “Entry Changes, for example corrections to the time initially posted.
Source Destination Filter Tab
Filter applied to: The default position is on “Source of Transfer”, however as the client and matter will be prepopulated with the selection made in the client matter dashboard, the radio button should be modified if the selection is for the destination matter.
Transaction Date: The default is open ended to the current date as future dated entries cannot be posted, therefore also not transferred.
Member: Defaults to “ALL”. This is the member that executed the transfer.
Report
Once the filter is completed with known information, press on Run Report. Depending on filter options selected, the affected time and disbursements entries will list showing when the action took place and by whom. Each record will also include the source matter in the original column, the destination matter in the subsequent matter column as well as the time in hours and value or the disbursement value in the time or disbursement column.
Entry Properties
It is also possible to have access to the transfer or change history of an entry from within the properties of the entry affected.
Launch the entry properties form any of its access points – WIP inquiry, Show Time Entries, etc., and navigate to the “Other” tab.
Press on the transfer and change history icon – bottom right – to list the transfers and changes affecting the entry. Use the column headers to identify the change or transfer reading form the bottom up. The newest position lists at the top.
In this case the entry was originally posted to client 1 matter 1 and then transferred to client 1 matter 100.