Selecting WIP Transactions for Transfer

After selecting the client to transfer WIP from and specifying the method of transferring WIP, all WIP for that client is selected by default. If only selected WIP transactions should be transferred, click Filter WIP to select specific WIP items.

To select WIP for transfer, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click WIP corrections/transfers under Administration.
2. Click Transfer lump sum WIP in the navigation panel.
3. Select a date, select a client, and specify your WIP transfer methods. See Transferring Lump Sum WIP for more information.
4. Click Continue.
5. Click Filter WIP.
6. Check any number of boxes in the Select column to select the WIP to transfer.
7. Click OK.