Can you transfer a matter from one entity to another?

Modified on Mon, 14 Nov, 2022 at 4:22 PM

It depends...


Sometimes this is possible, depending on the circumstances but you will need to note: 


If the matters has no financial postings at all, it is possible for IT to transfer it - log it on the Help Desk please with the barcode from, the barcode to, and the matter number as well as the reason for transferring. 


If the file has financial postings, please speak with Accounts. 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article