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Moving Items Between Jobs

How to move costs to another job or job phase

Max avatar
Written by Max
Updated over 2 weeks ago

You can now move items between jobs, variations, and other job phases. This is great for time entries and materials that were added in the wrong place!
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To get going, open the job phase with the items you want to move and click the Move Items button in the top right:

The Move Items popup will open, and you'll see everything on the current job on the left, with destinations on the right:

Moving Individual Items

Select the items you'd like to move using the checkboxes on the left:
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Then select a job phase on this Job Card or a different job altogether on the Another Job tab:

Once you've selected some items to move and a destination, click Move Selected:

Moving a Job Phase

If you'd like to move an entire job phase to a different job, click Select Job Phase to select it and everything it contains:

When you move an entire job phase you will only be shown jobs as valid destinations

Moving a job phase may change its letter depending on what other job phases exist at the destination.

If you move the most recent job phase on a job, the next one you create will re-use its letter. e.g Moving Job Phase A on Job 1 ➑ Job 2. Job 1 no longer has a job phase so the next one created will be called Job Phase A.

We hope this helps you save time when you've made a pesky mistake - it's easy to do!

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