Copy Invoices from a Job to Another Job's Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to copy invoices from a job to another job's conversations.

To use Monthly WIP Adjustments Follow-Up in the Month-End submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To copy an invoice to a job conversation from another job:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the job conversation that you want to copy an invoice to, from another job.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job of the conversation that you want to copy an invoice to and on the grid toolbar, click Job settings .
5. Click the Chat tab and on the toolbar of the left pane, select Invoice from the category drop-down list.
6. Highlight the conversation that you want to copy an invoice to.
7. On the toolbar of the right pane, click and select Copy invoice from another job.
8. In the Copy invoice from another job dialog box, use the drop-down list to select the company whose job invoice you want to copy.
9. Highlight the invoice and select the applicable copy options and additional configurations.
10. Click OK.