Merge Billing Approvals

Modified on Wed, 26 Jun at 3:34 PM

It is possible to merge two Billing Approvals as long as they've not been converted into Invoices yet.

Please follow these steps:

Go to the Project summary screen
Open the Billing+ > Client Billing tab
From the Approvals (second table down on the left side), Select the Billing Approval number you want to remove
In the Job Costings table on the right side, Tick any Job Costings you want to merge (or use the radio buttons above to select all)
Use the AT dropdown above to select the Billing Approval you want to add the merge to
Click Apply

Please Note: This isn't possible if either of the Billing Approvals have already been converted into Invoices.