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This help topic guides you through different scenarios of transferring Time.
You wish to add £300 of time to the balance of client A:
Enter the Time Ledger.
Click Post WIP.
Click General adjustment.
Select a Time Period.
The post general adjustment to period screen is displayed.
To post a general adjustment:
Select the posting type to debit.
Enter £500 in the amount WIP field.
Enter the date in the posting date field (i.e. 19/05/2002).
Enter Client 'A' in the client field.
Enter the job (if jobs are selected) in the jobs field.
Click Post.
Both postings entered will have a status of pending and can be viewed in the pending queue, other items. To adjust the client accounts update the ledger as a correction, and these will then show on the reports.
You wish to remove £500 of time to the balance of client A:
Enter the Time Ledger.
Click Post WIP.
Click General adjustment.
Select a Time Period.
The post general adjustment to period screen is displayed.
To remove £500 of time:
Select the posting type to credit.
Enter £500 in the amount WIP field.
Enter the date in the posting date field (i.e. 19/05/2002).
Enter Client 'A' in the client field.
Enter the job (if jobs are selected) in the jobs field.
Click Post.
Both postings entered with have a status of pending and can be view in the pending queue, other items. To adjust the client accounts update the ledger as a correction.
A staff member has posted £500 of time to Client 'A' but it should have been posted to Client 'B'.
To transfer time between clients:
Enter the Time Ledger.
Click Post WIP.
Click General adjustment.
Select a Time Period.
The post general adjustment to period screen is displayed .
To remove £500 from client A:
Select the posting type to credit.
Enter £500 in the amount WIP field.
Enter the date in the posting date field (For example, 19/05/2002).
Enter Client 'A' in the client field.
Enter the job (if jobs are selected) in the jobs field.
Click Post.
This has removed the £500 from the client 'A.'
To add time to client 'B':
Select the posting type as debit.
Enter £500 in the amount of WIP field.
Enter the date in the posting date field (i.e. 19/05/2002).
Enter Client 'B' in the client field.
Enter the job (if jobs are selected) in the jobs field.
Click Post.
Both posting entered with have a status of pending and can be view in the pending queue, other items. To adjust the client accounts update the ledger as a correction.
A staff member has posted £400 to Client A job 1, when the time should have been posted to Client A job 2.
To transfer time between client job:
Enter the Time Ledger.
Click Post WIP.
Click General adjustment.
Select a Time Period.
The post general adjustment to period screen is displayed.
To remove £500 from client A job 1:
Select the posting type to credit.
Enter £400 in the amount WIP field.
Enter the date in the posting date field (For example, 19/05/2002).
Enter Client 'A' in the client field.
Enter the job 1 in the jobs field.
Click Post.
This has removed the £500 from the client 'A. job 1'
To add time to client A job 2:
Select the posting type as debit.
Enter £500 in the amount of WIP field.
Enter the date in the posting date field (i.e. 19/05/2002).
Enter Client A in the client field.
Enter job 2 (if jobs are selected) in the jobs field.
Click Post.
Both posting entered with have a status of pending and can be view in the pending queue, other items. To adjust the client accounts update the ledger as a correction.
Client A's account is £400 in credit. You wish to make the clients account zero.
To do this time can be added, or debited, to client A's account. If the unabsorbed is caused by an invoice posting can be reversed.
Enter the Time Ledger.
Click Post WIP.
Click General adjustment.
Select a Time Period.
To add time to client A:
Select the posting type as debit.
Enter £400 in the amount of WIP field.
Enter the date in the posting date field (i.e. 19/05/2002).
Enter Client A in the client field.
Enter a job if (jobs are selected) in the jobs field.
Click Post.
Both posting entered with have a status of pending and can be view in the pending queue, other items. To adjust the client accounts update the ledger as a correction.