Contents of the Billing Labor Transfer Dialog Box

Use these fields and options to transfer employee labor transactions in Interactive Billing.

When you select one labor transaction on the Labor tab and then click the Transfer action, all of the fields listed below are included on the dialog box. This allows you to transfer specific detail (labor code, category, and/or hours) to a different project or within the same project.

When you select more than one labor transaction to transfer at a time, each transaction is transferred in its entirety to another project, so only the Project, Phase, Task, and Diary fields display on this dialog box.

Field	Description
Within current [WBS Level]	Select this check box to reclassify (transfer) the transaction detail within the same project, phase, or task instead of transferring it to a different project. You can transfer the labor code, category, hours, and diary for the transaction. For example, you could change the labor transaction’s labor code from billable to non-billable or, if the labor was simply charged to the wrong labor code, you could then select the correct labor code. With this check box selected, the Project, Phase, and Task fields do not display on the dialog box.
Project	Select the target project to which the transaction detail should be transferred. The drop-down list of projects includes only projects that have been approved for use in processing (the Approved for Use in Processing check box on the Accounting tab in the Projects hub has been selected). If you use multiple companies, the list includes projects from all companies. This field does not display when you select the Within Current [WBS Level] check box to transfer within a project.
Phase	If the project entered in the Project field has phases, select the target phase to which the transaction detail should be transferred. The drop-down list of phases includes only phases that have been approved for use in processing (the Approved for Use in Processing check box on the Accounting tab in the Projects hub has been selected). This field does not display when you select the Within Current [WBS Level] check box to transfer within a project.
Task	If the phase entered in the Phase field has tasks, select the target task to which the transaction detail should be transferred. The drop-down list of tasks includes only tasks that have been approved for use in processing (the Approved for Use in Processing check box on the Accounting tab in the Projects hub has been selected). This field does not display when you select the Within Current [WBS Level] check box to transfer within a project.

Details Section

When you select more than one labor transaction to transfer at a time, only the Diary field displays in the Details section (if you use diaries). When you transfer multiple transactions at a time, each transaction is transferred in its entirety to another project, so the other fields in the Details section do not apply and thus do not display on the dialog box.

Field	Description
Employee	This field displays the name and number of the employee who worked the hours specified in the Hours field on this dialog box. You cannot change the employee. The employee displays as hyperlink, which you can click to display a dialog box with more information about the employee. If you click More on the dialog box, it opens the complete record for the employee in the Employees hub.
Date	This field displays the transaction date for the labor, which you cannot change.
Comment	This field prefills with the comment that was entered, if any, for the transaction when it was entered on a timesheet in My Stuff or as a billing labor insert in Interactive Billing. You can modify this comment for the transfer or enter a new one. To format the comment text, click to access the formatting toolbar.
Labor Code	This field prefills with the labor code that was entered for the transaction that you are transferring. If applicable, change the labor code for the transfer. You can transfer labor hours within a single WBS level and move the hours between labor codes. This transfer creates a posting log.
Category	This field prefills with the category that was entered for the transaction that you are transferring. Select the labor category for the transfer, if applicable.
Hours: Regular, Overtime, and Overtime-2	These fields prefill with the hours that were entered for the transaction you are transferring. Enter the number of billable regular, overtime, and overtime-2 hours (if you use them) to transfer.
Reason for Transfer	This field displays if Timesheet Revision Auditing is enabled and Enable Billing Transfer Audit is selected in Settings > Time > Timesheet Audit. The field does not display if you are transferring a labor transaction that was inserted in Interactive Billing and not entered through Timesheets. Select a reason for the transfer.
Diary	This field displays only if you have set up a diary for the fiscal period or fiscal year in which you are entering transactions in the Diary Auto Numbering Options section of the Transaction Settings form in Settings > Accounting > Transactions. Use this field to select a diary code for the current transaction or for the group of transactions, if you are processing a group of transactions. The diaries are used to generate diary reports that contain a set of sequentially numbered transactions that have been posted to the general ledger during the fiscal year or to specific fiscal periods. You can assign different diaries (that have different diary types) to different types of transactions. The Diary drop-down list contains three columns. The first column displays the diary code. The second and third columns display the diary type for the diary code and the description of the diary type. The drop-down list contains all the diaries that you set up on the Diary Auto Numbering Options section in Transactions Settings that either have the same fiscal period or fiscal year for which you are entering transactions or that have no fiscal period or year entered for them. If you have multiple companies in Vantagepoint, the Diary field drop-down list includes only the diary codes that are set up for the current company. The list also includes IC - Intercompany Diary to capture intercompany transactions. You cannot delete a transaction after it has been saved with a diary number. If a transaction is incorrect, you can enter zero amounts for the transaction or enter a reversing transaction.
Transfer	Click this button to transfer the number of hours entered in the Regular Hours, Overtime Hours, and Overtime-2 Hours fields. The transferred amount is removed from the source project and added to the destination (target) project. You are returned to the Labor tab of the Interactive Billing form, where you see the following: If the destination project is different from the source project, the transaction is removed from the Labor grid and you cannot add it to an invoice for this project. If the destination is a different phase and/or task within the same project, the project information and hours information (if you transferred a portion of the hours) are updated accordingly in the Labor grid.
Cancel	Click this button to return to the Labor tab without transferring any part of this transaction. The transaction remains in the grid on the Labor tab with its original status and hours.