I use Job Central to import my large schedule of values contracts, however there is no option to copy over the accounts tab. We may have hundreds of contract items, to go through each single line item and type in account #'s is very time consuming. There should be a setup to pick our default accounts and have them automatically prefill that allows editing in case need to change an account, for ex we may use a different revenue account for some contracts. This would save so much time in setting up contracts and also not allow for a data entry mistake when typing in the numbers over and over.

by: Alecia C. | over a year ago | 7 General Enhancements