Transferring and Correcting Unbilled WIP

To change the details of an unbilled WIP transaction or a group of unbilled WIP transactions in the WIP transfers window, do the following:

1. On the Application Links tab in Dashboard, click WIP corrections/transfers under Administration.
2. Click the tab for the action you want to perform.
• Correct WIP details. Change any detail of a transaction or a group of transactions. See Selecting WIP Transactions for Correction.
• Transfer lump sum WIP. Transfer a specified dollar amount or percentage of selected WIP from one client to another client or group of clients. See Transferring Lump Sum WIP.
• Reassign project WIP. Assign WIP or reassign WIP to projects within the same client. See Assigning or Reassigning WIP to a Project or Workstep for more information.

Note: If you choose to make corrections through the Billing module, only the Correct WIP details feature is available. To correct WIP in the Billing module, click the Administration tab on the ribbon, and click Correct WIP in the Corrections group.

You can correct a single transaction at a time, update multiple transactions one record at a time, or apply a single set of changes to multiple records at one time.