Import Cost To Date Transactions Into COs or WOs

  1. In the Work Order Items section, select Add / Import Items > Import Cost To Date Transactions.

    The following Cost To Date Transactions that reference the CO will be imported.

    • Bills
    • Labor Timecards
    • Subcontracts
    • Equipment Timecards
    • Misc. Expenses
  2. Optional: To import comments for Labor Timecards, Equipment Timecards, or both, select the Include Comments option next to the appropriate parameter.
  3. Click Import.

See Also