Tabs3 Billing Location

 

Quick Launch

Transfer Transactions
 

Menu

Maintenance | Transfer A/R and Transactions
 

Home

All Actions | Transactions | Transfer Transactions
 

 

All Actions | Accounts Receivable | Transfer Transactions

Access Rights

 

Access Profile | Tabs3 Billing tab | Month-End/Year-End/Renumber/Transaction Related | Transfer A/R and Transactions
 

R11818 - Access Rights

Exclusivity

 

Platinum

Single Access Function

 

Non-Platinum

Single Access Function

This program is used to transfer one or more unbilled fee, cost or payment transactions from one client to another client. It can also be used to transfer accounts receivable and client funds information from one client to another. The following options are available:

Client

Transaction Type

Transfer Range

Note: Make a backup before running this program. If this program is interrupted for any reason, it may be necessary to restore your data files and rerun this program. You will be given the opportunity to make a temporary backup immediately after selecting this program.

The OK button can be used to begin the transfer process. If you select the A/R, Ledger, and Client Funds option, you will be asked to confirm that you want to transfer all ledger records and billing history. During the transfer process, progress indicators will be displayed at the bottom of the Transfer A/R and Transactions window along with a count of the transactions transferred.

Note: Once this process has started, it cannot be aborted.

The Cancel button can be used to close the Transfer A/R and Transactions window. If information has been transferred, the Print dialog box will be displayed allowing you to generate a verification list of transferred information.

See also:   Notes on Transferring A/R and Transactions

Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.