Billing Expense Transfer Dialog Box

For the selected transaction, use the Billing Expense Transfer dialog box to reclassify transactions within the same project, phase, or task or to transfer transactions to another project, phase, or task.

If you have multiple companies in DPS: Tax codes that are entered in the Tax Code Override 1 or Tax Code Override 2 fields on the Billing Expense Modify dialog box or on the Billing Expense Insert dialog box are transferred with the transaction if the transaction remains in the same company. If the transaction is being transferred to another company, to be billed by the other company, then the override tax codes are not transferred.