DESCRIPTION

This article is written with step-by-step Instructions to Move WIP from One Matter to another Matter.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.

STEPS TO FOLLOW

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Move WIP to Another Matter (MAWIPMOV) program
3. WIP Transactions Matter Move Utility screen appears
4. Select 'Existing' Matter No
5. Select 'New' Matter No
6. Tick Include Unbillable WIP (if required)
7. Click on Start button

 
   8. Enter Accounts Supervisor Password
 

 
NOTE: If you are unable to access Move WIP to Another Matter (MAWIPMOV) program, then you MUST activate WIP Move option in Person Maintenance (MEPARENT) program
 

 

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com