Move Bills Between Jobs

Detach Bills From Jobs

1. Navigate to the Jobs page.
2. Search and select the job you want to remove the bill from.
3. select the Bills tab.
4. Select the bill you want to Detach from the job from the list.
5. Select Options.
6. Select Unattach from Job.
7. On the pop up select Yes, this will immediately detach the bill from the job.
   
   

Attach Bills to Jobs

1. Navigate to the Purchases page.
2. Select the All Bills tab.
3. Search and select the Bill you want to add to a new job.
4. Select Options.
5. Select Attach to Job.
6. Search for and select the correct job.

Once the bill have been moved, to bring it's items into the new job's costs section, follow the steps in this guide: Copy Materials from a Bill to a Job

Note: Bills sent to your accounting software (such as Sent to MYOB or Sent to Xero) can still be unattached and attached to another job. You do not need to reset the sent status. The attached job is used only for job costing in Tradify and does not affect the bill in your accounting software.

Unattaching a bill does not remove costs already copied to the original job. To remove them, delete them from the original job’s Costs tab.

Additional Information

For more info on bills, see here: How To Import Supplier Bills into Tradify