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There will be times when you will need to transfer WIP from one client to another or from one job to another. For example, one of your clients might become part of another company that is also one of your clients. You might want to transfer the first client’s WIP to the other company to enable you to close the first client’s records in the system.
Billed or partially billed entries cannot be transferred.
You can transfer WIP to another client/job if:
the job type specifications are the same. For example, you cannot transfer WIP between chargeable and non-chargeable jobs/assignments.
the transactions are unbilled.
It's not possible to transfer WIP in the following circumstances:
the wip entry is fully or partially billed.
the Assignment Status is Held (AE)
The Job /Assignment Types are different. For example, you may have an internal client setup with the Assignment Type of Admin - Productive with Included Time ticked and another internal client setup with the Assignment Type of Admin - Non Productive with Included Time unticked.
When the assignment/job types are different you may see the message "Assignment /Job type specifications are different, you may end up with chargeable codes on non-chargeable assignments/jobs and vice versa. Transfer cancelled".
Follow the steps to check the Assignment/job Type details below.
If you cannot use the WIP Transfer function, you can manually correct WIP by using the Correction option on timesheets or disbursements.
Copyright 2023 MYOB Technology Pty Ltd. All rights reserved. This help topic is provided as a guide only, in accordance with our Legal Disclaimer. For specific taxation or accounting advice, please consult the relevant tax authority or regulator.