Be careful!
Reversing a split is a manual process and can sometimes be very time consuming! Please make sure Split Billing is configured correctly and all entries are finalized before executing a split to avoid having to take these steps. If you are at all unsure whether a split is configured correctly, please contact Faster Law and we will review with you to make sure everything runs smoothly.
Steps to Correct a Split Billing Mistake
Delete all new entries on child matters
Navigate to the Activities tab of the child matters involved and delete the newly created time entries. This can be done by checking the checkbox on each entry and selecting "Delete".
Repopulate time into original entries on parent matter (if zeroed out).
In the activities tab of the parent matter, if the time entries were zeroed out, you will need to click "edit" on each entry and repopulate the duration field with the original amount of time. Once the time has been repopulated click "Save Entry".
Duplicate original entries and delete the originals so only the duplicate entries remain
Duplicating the original entry is done by selecting "Duplicate" from the drop down arrow on each entry.
Refresh "Execute Split Billing" screen and execute the split
After any Split Billing configuration changes have been made, open the Execute Split Billing Screen and click "Refresh" to load the duplicate entries created in the previous steps. Now, select these entries and execute the Split.
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