Copy Schedules to Invoices in Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to copy schedules to invoices in job conversations.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To copy a schedule to an invoice in a job conversation:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the job conversation of the invoice that you want to copy a schedule to.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job of the conversation with the invoice that you want to copy a schedule to and on the grid toolbar, click Job settings .
5. Click the Chat tab and on the toolbar of the left pane, select Invoice from the category drop-down list.
6. Highlight the conversation with the invoice that you want to copy a schedule to.
7. On the toolbar of the right pane, click and select Copy schedule to invoice.
8. In the Copy schedule to invoice dialog box, highlight the schedule that you want to copy and select the applicable settings.
9. Click OK.