How do I transfer Progress amounts from one engagement to another in CCH ProSystem fx Practice Management?

Beginning with CCH ProSystem fx Practice Management version 2015.15.03 you can transfer Progress amounts from one engagement to another using the Transfer - Progress Amounts feature in Administration.

To use this feature:

  1. In the Transfer Date field, enter a transfer date.
  2. In the Transfer From field, select the client engagement that you are transferring the Progress amount from.
  3. In the Transfer To field, select the client engagement that you want to transfer the Progress amount to.
  4. In the Transfer Amt field, enter the Progress amount you are wanting to transfer.
  5. In the Transaction Memo field, enter any notes that you want to enter. (optional)
  6. Press Print Transfer to print the Transfer register. (optional)
  7. Press Post Transfer to post the transfer.

Note: This feature is also available in the Client Billing screen under Correct WIP.

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