Billing Rate Tables - Upload?

SUGGESTED

Is there any way to upload a Billing Rate Table.  I have a rate table that I have to update 4 times a year that has 539 line items.  The screen for rate table is so small and this takes soooo much time I would love to find out if there is anyway to upload.

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  • 0
    SUGGESTED

    Hi PamMomino,

    There isn't currently a way to import the BL Rate Table Detail records. You can go to your Sage Desktop Help menu and select Submit Product Idea to submit a request to make this possible in a future release.

    One workaround you may consider is to have the software customized to allow the Billing Rate Tables to be accessed via MS Access. This would make it easier to update your rates.

    Our Professional Services department can customize the data file to allow this. You may also want to work with a consultant to set up the link in MS Access to update the tables.

    If you would like a quote for this, message me your account ID and email address and I can have one sent to you.

    Thanks!

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  • 0
    SUGGESTED

    Hi PamMomino,

    There isn't currently a way to import the BL Rate Table Detail records. You can go to your Sage Desktop Help menu and select Submit Product Idea to submit a request to make this possible in a future release.

    One workaround you may consider is to have the software customized to allow the Billing Rate Tables to be accessed via MS Access. This would make it easier to update your rates.

    Our Professional Services department can customize the data file to allow this. You may also want to work with a consultant to set up the link in MS Access to update the tables.

    If you would like a quote for this, message me your account ID and email address and I can have one sent to you.

    Thanks!

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