This option transfers charges from one case to another. The charges will be removed from the original case and added to the new, specified case.

To use the ‘Move to Other Cases’ option, select this in the left-hand menu then follow the steps below:

1. Choose Charges to Copy

> Use the tick box to select which charges on the case you would like to move. You can select multiple charges at once.

> Amend the charge description is needed.

2. Set Charge Copy Settings

Specify the new charge information:

> Date: Set new charge date as ‘Today’s date’ or ‘Original Charge Date’.

> Charge User: Set the new charge user to yourself or to the original charge user.

4. Select the Case to Move to

> Type the case code directly into the ‘Search for Case Code’ field.

3. Click ‘Move’ (Or Click ‘Cancel’ to go back)

The new charges will be removed from the original case and added to the new case. You will be returned to the Charges tab of the case you have removed the charges from.