Mass slip update

SOLVED

My boss decided to change her billing rate for numerous clients which I have already entered slips for.  I changed the rate within the clients, but cannot figure out how to do a mass rate change for the thousands of slips for the month.

Thank you for any help you can give me.

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  • 0
    verified answer

    The simple answer is you change the rate on one slip and then do an export by clicking on the little icon that looks like a piece of paper with an arrow out. You then select what fields you want to update and which slips you want to update. However if you have never done this before it can be a little confusing. Definitely make a back up before you start because it’s easy to update the wrong thing. If you would like help with some thing that would not take much time for a consultant like myself to show you, but it would be billable. 

  • 0 in reply to Caren2

    Thank you so much for responding - I appreciate it.

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