Changing Timekeepers on Docketed Time

Note: If the time has not yet been posted, you will need to follow Method 1. If the time dockets have been posted you will need to follow Method 2.

Method 1 - Editing Non-Posted Time Entries

Access the Time Recorder screen and query time entries based on the Timekeeper that you wish to change. If any of the time entries were of non-billable time, make sure you select the Show Non-Billable Time option before executing the query. In addition, ensure that the date ranges are wide enough to include all time entries that require changes. When the query results are returned, you can simply make the necessary changes (i.e.. to change the timekeeper, simply overwrite the existing Timekeeper Number with that of the new Timekeeper) and then press Save or F10 to save the changes.

Method 2 - Editing Posted Time Entries

Access the Time Transfer screen. Here changing Timekeepers is carried out by actually transferring the time dockets from one Timekeeper to another. At the top of this form there is an option to transfer time between Clients or Timekeepers; select the Timekeeper option. Insert the existing Timekeeper number in the From box and the new Timekeeper number in the To box. Before executing the query, ensure that the date ranges are broad enough to include all time dockets that require this Timekeeper change. When the query results are returned in the bottom section of the screen, select the records that are to be changed and then press Save or F10 to commit the changes.