Why transferring time and expenses is taking too long?

Question: Why transferring time and expenses is taking too long?

Answer:Possible cause would be the amount of data being collected but the below procedure.

Fields description

• "Records to transfer": tick the time and/or expenses checkboxes
• "Start date" and "End date": the dates bracket should cover all time entries you wish to transfer and the target task assignment where you will transfer those entries.
• "Transfer from": This can contain either a customer, engagement, project, task or resource name
• "Transfer to": This can contain either a customer, engagement, project, task or resource name

The user will need to fill in all fields, especially the "Transfer from" and "Transfer to" prior to clicking on the search button.

See screenshot.

Related articles:

• Which tasks are displayed in the transfer time dialog?
• Why does "Transfer Time and Expense" does not list all tasks under a project?
• Time Transfer Error Message