Transferring an individual transaction

  1. Sign in as Project Accountant, Project Administrator, or Project Manager.
  2. Select Project Contracts.
  3. Select the Contracts tab and open a contract.
  4. On the Posting Projects tab, click Unbilled List to view the transactions that are ready to be invoiced.
  5. Select the transaction to transfer.
  6. Select Actions > Transfer Individual Transaction.
  7. Specify this information:
    To Finance Structure
    Specify the new finance structure for the transfer. The default value is the current structure including the posting project.
    To Posting Date
    Specify the posting date for the transfer. The default value is the posting date of the original transaction.
    To Transaction Amount
    Specify the amount to transfer. The default value is the full amount, but a partial amount can be transferred.
    To Units Amount
    Specify the units to transfer. The default is that all units are transferred.
    To Description
    Specify the description for the transfer. The default value is the description of the original transaction.
  8. Click Submit.