How Can I Transfer a Case From One Client to Another?

How Can I Transfer a Case From One Client to Another?

You may wish to transfer a case from one dossier to another:

  • because you entered the case in the wrong client's dossier
  • or because you want to assign the case to another entity within a corporate group

As long as you have not done any booking or invoicing in the case, you can simply transfer it with drag & drop from one dossier to the other. Any linked data such as services, drafts, documents, etc. will be transferred automatically.

If you have already done some bookkeeping or invoicing, you will have to close the case in the old dossier and create a new one with the new client. You will have to transfer data manually from the old case to the new case.



[A28]

    • Related Articles

    • How can I transfer mandates from one client to another client?

      It can happen that you want to assign a mandate to another client. Reasons for this can be: a client was mistakenly registered with the wrong client within a holding structure, the mandate should later be better placed with another company If no ...

    • How do I reload the client's resources?

      General information Under circumstances, there may be problems with the timeSensor Client, as the resources have not been loaded correctly or not completely. In this case, it is helpful to reload the resources again. Procedure Launch the client with ...

    • How can I allocate an excess balance from an advance to another mandate?

      An advance invoice for the expected costs is often created for the clientele. But what if, in the end, the advance exceeds the actual cost of the services? book advance First you create the advance invoice as usual and post it when the payment is ...

    • How Can I Speed Up the Case Creation Process?

      It takes time to manually set up a case due to the numerous parameters. To save time and improve consistency, it is advisable to use template cases and/or template clients. What Is a Template Case? A template case is a case with preset parameters to ...

    • Rule-based income distribution and location accounting - a case study

      General information This article shows how payments with the help ofrule-based yield distributionare correctly distributed among the partners involved and how different locations set up transparent billing. To show the mechanisms, we have built a ...