Copying Bill Items to Costs (Desktop)
You can copy all line items from a job's bill to that job's costs. Here's how, from your desktop.
To copy bill items to costs, the bill needs to be attached to a job, and it needs to be a draft / not approved yet. You can also copy single line items from a job's bill to that job's costs.
1. On the Jobs dashboard, go to the job where the bill you want to copy is.
You can also create a new job — See Creating Jobs
2. On the bills tab, click to create a new bill.
3. Complete the new bill's details, and click to approve it.
4. (If applicable) Click on the pop-up to assure the bill approval.
5. You can customize your copy's details on the pop-up, then click to make the copy.
Bill Items to Costs: Color Codes
On your bill, each of your listed line items will have a color dot:
- A green dot ⬤ means the item is copied to costs.
- A red dot ⬤ means the item is not copied to costs.
On the bills tab, each of your listed bills will have a color dot:
- A green dot ⬤ means all items in the Bill have been copied to costs.
- A half-green dot ◑ means some items in the Bill have been copied to costs.
- A red dot ⬤ means no items in the Bill have been copied to costs.
mobile-section
Copying Bill Items to Costs (Mobile)
You can copy all line items from a job's bill to that job's costs. Here's how, from the mobile app.
To copy bill items to costs, the bill needs to be attached to a job, and it needs to be a draft / not approved yet. You can also copy single line items from a job's bill to that job's costs.
1. On the Jobs dashboard, go to the job where the bill you want to copy is.
You can also create a new job — See Creating Jobs
2. On the bills tab, tap to create a new bill.
3. Complete the new bill's details, and tap to approve it.
4. (If applicable) Tap APPROVE on the pop-up to assure the bill approval.
5. Tap YES on the pop-up to confirm the copy.
6. You can customize your copy's details, then tap to make the copy.
Bill Items to Costs: Color Codes
On your bill, each of your listed line items will have a color dot:
- A green dot ⬤ means the item is copied to costs.
- A red dot ⬤ means the item is not copied to costs.
On the bills tab, each of your listed bills will have a color dot:
- A green dot ⬤ means all items in the Bill have been copied to costs.
- A half-green dot ◑ means some items in the Bill have been copied to costs.
- A red dot ⬤ means no items in the Bill have been copied to costs.