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Workspace PS Web App & Platform
Categories Budget & Cost Management
Created by Katy Rodina
Created on Jun 28, 2023

RELATED IDEAS

Allow Export/Import in Contract Invoice

Export/Import is currently not available for Contract Invoices. This function would be helpful for 2 reasons:

  1. There are several custom fields used in CI that need to be updated on a regular basis for multiple records. Right now, you have to go into every single record and update individually.

  2. Because the invoices stack, if a change is needed to the budget or multiple invoices keyed and one of the earlier ones needs to change, you have to delete and re-key everything.

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