Export, Import & Maintenance > Time Entry Price Update
- Kye Hush
Analytics
If you've made multiple rate updates in WorkBook and need to apply them to existing time entries in bulk, this article will guide you through the process.
This function works similarly to the Refreshing Time Entry Data article, which shows updates at the job level.
ON THIS PAGE YOU WILL FIND: |
|---|
UPDATING THE COST AND SALE PRICE
Go to the finance & administration module > export, import & maintenance > time entry price update
Complete the following details:
FIELD NAME | ACTION REQUIRED |
|---|---|
Client | Leave blank to update all |
Job | If the client is selected, you can select the job assigned to that client |
Date Range | The date range of the time entries that need updating |
Update cost price | Check this box if you wish to update the cost price (hourly cost to agency) |
Update sales price | Check this box if you wish to update the sales price |
Update unapproved entries | Check this box to update time entries that have yet to be approved (status 10 or status 20) |
Update approved entries | Check this box to update time entries that have been approved (status 40) |
Update journalised entries | Check this box to update time entries that have been posted & journalised (status 60) |
Skip records where update is not allowed | Check this box to skip the records where an update is not allowed |
Transaction date | Only add a date here if you need to change the date of the time entries as well as the cost/sale price. To keep the original date of the time entries leave this field blank |
Include Job with status | Check each of the jobs statuses you want to include |
Click ok
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