There may be times when a Time entry was entered in the wrong case. Neos allows an item or items from any list tab within a Case Folder to be moved to another Case or Cases using the Move feature. Associated Value items created from billable Time entries will also be moved. One or multiple Time entries can be moved while in list view.
NOTE: You must have Modify permissions to Case > Time Tab to move Time entries.
To move one or more Case Time entries from the Time list view to another Case or Cases:
To move a single Time entry, click the kebab menu and select Move To Another Case.
To move one or more Time entries, use the checkboxes to select the desired Time entries to be moved. The top check box can be used to select all Time entries. Click the Bulk Actions dropdown and select the Move To Other Case(s) option.
The Case Selection window will display containing a list of any Companion Cases. Select the Case(s) to where you wish to move the Time item(s). Alternatively, click the Search button at the bottom of the window to locate another Case in your Neos database.
Click the Save button to continue.
Confirm your selection on the following message box.
Click the Yes button to move the Time (and any associated Value) item(s) to the selected Case(s).
Click the No button to abort the Move Time process and return to the Time Tab list view.
6. A success banner will display when the Yes button is clicked and the move process is complete.
