Overview

Actionstep can reassign Time Entry from one Matter to another Matter, this is useful if you mistakenly assigned the Time Entry to the wrong Matter.

How to set this up

There are two ways you can reassign Time Entry to another matter.

You can use the Timesheet> find the Time Entry in question and click edit

This will allow you to change the matter within the Time Entry

The second way is to go into the Matter itself and click on Billing>Fees>Select the Time Entry and click Reassign Matter

You also have the ability to select more than one Time Entry at a time so you can bulk reassign the time entry to a different Matter.