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How do I reassign an entry to a new matter/project?
How do I reassign an entry to a new matter/project?
Avery Anderson avatar
Written by Avery Anderson
Updated over a month ago

You can change clients/projects after the time entry is saved by reassigning the entry.

To do this:

  • Select the entry

  • Click 'Assign' in the top header

  • Search for the correct client/project

  • Save

You can also do this via your Recent Projects list:

Reassigning Time from a Temporary Matter Across Multiple Days

If you’ve assigned time to a temporary matter and need to reassign it to the correct matter across multiple days, follow these steps:

  1. Click the three-dot menu on the temporary matter entry and select Bulk Actions to open the Time Control page.

  1. Search for the temporary matter using the search bar to locate the relevant entries.

  2. Select all entries by checking the box next to Date at the top of the list.

  3. Click Assign, search for the correct matter, and click Save to finalize the reassignment.

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