Reallocating Time and Disbursements to another Job

Time and Disbursement entries can be reallocated to another job if they have the status of Draft or Submitted. Time and Disbursements with a status of Invoiced or Locked cannot be changed. 

Note: This feature is only available to FYI Admins and users assigned to a User Group with the Edit Timesheets permissions enabled.

You can reallocate Time and Disbursements individually or in bulk.

Individual Reallocation

1. In FYI, navigate to the Time tab in Home, Clients, Jobs or Practice Activity workspaces. Refer to Displaying and Updating Time.
    
2. Select the relevant Time or Disbursement entry to display the Update Time or Update Disbursement drawer.
   
3. Search and select the relevant Client and Job to reallocate the entry to.
   Note: When selecting a Job, both Standard Jobs and Workflow Jobs will display in the drop-down. Billing Jobs will be hidden to provide efficiency when creating a Time entry.
    
4. Click Update.

Bulk Reallocation from Time Tabs

1. In FYI, navigate to the Time tab in Home, Clients, Jobs, or Practice Activity workspaces. Refer to Displaying and Updating Time.
    
2. If required, first filter the Time list to display the Time and Disbursement entries you want to apply the Bulk Update to.
    
3. Select one or more Time and Disbursement entries.
   Note: Locked and Submitted Interim Time entries cannot be updated.
    
4. Click the Bulk Update button in the toolbar. Bulk Update displays in the drawer.
   Note: When Interim time entries are selected, the Rate field will not be visible.
   
5. Search for and select the relevant Client and Job. 
   When updating time entries to a client in a different family group, both the Client and the relevant Job must be selected.
   Note: When selecting a Billing Job, a linked Workflow Job must be selected for the Time & Disbursement reallocation.
    
6. Update other details you want to change for the selected entries.
   Note: Submitted Interim time entries status cannot be updated.
    
7. Click Run.
    
8. A message displays that the Bulk Update has been scheduled to run. 
   From the message, you can click the link to the Practice Activity or to the Automation History to check the progress.
   

Bulk Reallocation when Creating an Invoice

Note: This is relevant for Billing Jobs only, where the time is reallocated to another workflow job. 

1. When creating an Invoice, the Create Invoice drawer displays the selected jobs and the corresponding WIP amount outstanding. Clicking on the Job displays the Add Time window to allow you to reallocate Time and Disbursement entries during the Invoicing Process.
    
2. Select one or more Time and Disbursement entries.
   
3. Click the Bulk Update button in the toolbar. Bulk Update displays in the drawer.
   
4. Select the relevant Workflow Job from the drop-down. The Client Name will be displayed under each job.
   
5. Update other details you want to change for the selected entries.
    
6. Click Run.

Reallocating Interim Time Entries when Creating an Invoice

When creating an invoice, Interim Time Entries can be reallocated to the corresponding Billing or Workflow Job, where required.

1. When creating an invoice, the Create Invoice drawer displays the selected jobs and the corresponding WIP amount outstanding. 
   
   Click on a Workflow Job to display the Add Time window.
    
2. Select one or more Interim Time entries.
   
3. Click the Bulk Update button in the toolbar.
    
4. Select the relevant Billing or Workflow Job from the dropdown. The Client Name will be displayed under each job.
   Note: If the Interim Time entry was created on the Billing Job, only Workflow Jobs will display in the drop-down.
    
5. Click Run.