I would like to be able to change the status on multiple job cost records at one time (example, from 1-Open to 3-Billed). This would be similar to what we do in parts price updates, where we can download an Excel file of the parts we want to update, enter all of the information in the Excel sheet, and then import it through a matching field.

Because of the way we use progress billings, we end up having to manually change each job cost record to billed after posting a progress billing. With this, we could quickly change all job cost records included in a progress billing to 3-Billed instead of 1-Open

by: Brenda V. | over a year ago | Project Management