Synergy now allows you to transfer WIP on the default view of the Transactions page. Previously, this could only be actioned on the WIP view.
Simply select the rows of WIP you wish to transfer and click on the grey check box, then select WIP transfer.
Transfer to another stage in the same project by:
Go to: Project > Transactions tab > WIP view
Tick the checkbox against each transaction row that you want to move
Click the multi-row select options arrow, and select the 'WIP transfer' option
The project drop-down defaults to show the project that you have open now
Select the new stage that you want to send all the transactions to from the drop-down list
Save
All the transactions are sent to the new stage for the selected project
Transfer to another project by:
Go to: Project > Transactions tab > WIP view
Tick the checkbox against each transaction row that you want to move
Click the multi-row select options arrow, and select the 'WIP transfer' option.
The project drop-down defaults to show the project that you have open now. Change this to the project that you want to send the transactions to using the drop-down list.
Select the new stage that you want to send all the transactions to from the drop-down list
Save
All the transactions are sent to the new project/stage selected
Tips:
If the stage selected has a status of 'complete' or 'unsuccessful' then the transactions will be written-off as part of the WIP transfer
If the stage has a fee type of 'no billing' then the transactions will be written-off as part of the WIP transfer
You can only transfer transactions that are at WIP status. The other status types (invoiced and written off) cannot be transferred between stages or projects using this feature.