Import charges from a Hire Contract or previous week

Use imported items as a starting point, then check this week's actual work.

Import Hire Contract or previous-week charges

1. Open the editable invoice and find Hire Contracts.
2. Select the required document and Import. If it is not in the displayed period, choose Find and search for the agreement.
3. Check each appended description, quantity, unit charge and tax value. The imported charging period is included in the description.
4. For the prior invoice week’s rows, select Copy previous week in the chargeable-items header when available.
5. Review the appended rows, removing duplicates or unwanted items with the row menu. Set tracking again because previous-week copying does not copy tracking selections.

Copy previous week uses current linked-customer tax and sales defaults where available, otherwise the earlier values. Importing appends charges; it does not send the invoice.

See line editing and Hire Contract preparation.

FAQ