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When editing consolidated draft invoices, the ability to change a time entry or expense from 1 matter to another matter without having to delete and add new entry.

We have consolidated invoices with multiple matters. If an time or expense entry is added to the wrong matter, we have to delete it from that matter and then add a new entry to the correct matter. It would be much easier if we were able to edit and select the correct matter.

  • Dana LaRosa
  • Aug 14 2020
  • Shipped
Feature Request
How often would you use this request?

Possibly each billing cycle depending on the work load.

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  • Admin
    Shoaib Mehmood commented
    04 Mar 12:14

    This option was added a while back. You can now edit an entry from the Draft Invoice screen, change the matter, and click the Move button.

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  • Guest commented
    December 14, 2020 23:03

    I just posted this same issue!! I'll go delete it -

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  • Dana LaRosa commented
    August 24, 2020 13:27

    Hello Shoaib:

    I realize it can be done that way which is what we have been doing. However, it is time consuming to have to go back and forth which is why I made the suggestion. We end up having to make these kind of changes on a regular basis and voiding and regenerating invoices it not very efficient.

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  • Admin
    Shoaib Mehmood commented
    August 24, 2020 08:30

    Thank you Dana for your suggestion. Although you cannot change the matter that the time entry is associated with from the Invoice screen, you can certainly do the same from the Time Entry screen. Once you have associated the time entry in question to the correct matter, you just need to void the existing invoice and create a new one for the change to be reflected on the invoice.

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