Transactions on the wrong invoice

Setup required before use	Who Can Use It?	Where Is It?
Create an Invoice	Administrator System Administrator	Project > Invoices tab > Open the Invoice

1. Open the Project > Invoices tab.
2. Select the invoice in the list that contains the transactions.
3. Click the Pre-bill button in the toolbar, or Open the invoice and select the Action menu > Pre-bill and Revenue Recognition option.
4. In the pre-billing window, uncheck the box in the bottom left corner to 'unlock' the invoice.

Click the image above to see the Unlock Invoice option.

5. Locate the sub project group that the transaction is linked to which needs to be moved to a different project.

Click the image above to see how to transaction to be moved.

6. Uncheck the box next to each transaction that needs to be unlinked from the invoice.
7. Update the 'invoice value' column for the remaining transactions until the variance total is $0. Update this by either:
   1. Typing a new invoice value for each individual transaction that remains on the invoice.
   2. Or by clicking the Sub Project row and pressing the 'Auto Allocate' button.

Click the image above to see how to remove transactions and the variance total.

8. Save the changes to the sub project.
9. Repeat for other sub projects until all the required transactions have been removed.
10. Check the 'Locked' box in the bottom left corner. This will stop other users from being able to update the invoice.

Click the image above to view how to 'Lock' the invoice.

11. Save and Close the pre-billing window. The transactions have now been returned to WIP.
12. Close the open invoice window.
13. Go to the Project > Time and Expenses tab.
14. The transactions that were removed from the invoice can been in the list at 'Approved' status.

Click the image above to see the transaction removed from the invoice.

15. Select the Transactions Menu > WIP Transfer option.
16. In the WIP Transfer window complete the following steps to move the transaction to a different project:
    1. In the 'Transfer From' section, select the sub project the transactions are currently linked to.
    2. In the 'Transfer To' section, select the project and sub project the transactions should be linked to.
    3. Check the box next to each transaction that needs to be transferred.
    4. Click the Save button.
17. The transaction is now linked to the selected project\sub project and can be included on a future invoice to the client.

Click the image above to view the WIP Transfer window.

18. Details of the WIP Transfer and the amended invoice transactions can be seen in the Project Audit. Find the Project Audit using the Action menu > Audit Trail option in an open project.