Transfer WIP to another service, job or task
Managers Partners Billers
It is possible to transfer WIP within a client between Services, Jobs and Tasks. For example, you can transfer WIP from Accounting to Audit.
WIP Transfers occur from the Client Task Pad.
The first two pages of the Transfer WIP Within Client process show the same information as Transfer to Another Client in the section above – please refer to this for further information.
The final page allows you to select which Service, Job and Task you would like the WIP to be transferred to within the same client.
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Select a service, job, and task from the drop-down list for the selected WIP to be transferred to.
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Click Transfer to complete the transfer.