Example of when Timesheet Adjustment may be required:
Timesheet has been posted to incorrect Client XYZ, fee has been raised and invoice mailed out to the client. Client reverted stating the invoice was not valid for them.
If we Fee Spy Credit Note the Invoice and then WIP Move. The Client XYZ will have the Invoice and the Credit Note without the Timesheet. Therefore, the Timesheet Adjustment process should be used.
For WIP records to appear in the WIP Move there are four requirements:
The matter must not have the Date Closed set. If this has been set, delete the date in order to perform the WIP Move.
The WIP must not be in a closed period. In PM 10 and above only WIP in current open periods can be moved using WIP Move. WIP in closed periods should be moved using a Timesheet Adjustment.
In Timesheet Administration >> Timesheet menu >> click Periods, no Future Period is closed. For example: The current period is March 2025. However your Practice decided to close the Period of June 2025. This will cause the WIP move to pick up all available WIPs after June 2025 (which means all WIP from July 2025 onward).
The WIP entries must not have been billed nor written off to any extent. If the WIP has any billing history (even though it has been FeeSpy Credit Noted), do not use WIP move to move this WIP as this will cause data Integrity issue. Please use Timesheet Adjustment.