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Hi Belinda,

Yes they were, due to being Class Disbursements all being the same amount. It wouldn't work if they were different unfortunately. Bulk Update in FYI it an amazing tool if everything is the same. We are looking using FYI to automate our Jobs. Once a Job is completed, it will create a new job for us, with all of the information from that job, including the budget. Its still not ideal as they budget will change most likely for that year, however the manager can put that in when allocating work. I hope that make sense. If you are using FYI, it might.

Hi Juanita

Were all of your budget amounts the same? We are an accounting firm, so all of the budgets for the jobs are very different.

I ended up using FYI to Bulk Update the budget and the Manager. I was importing Class disbursements to invoice our clients. I will be doing the same with Xero cost to clients. It would be handy if this can all be done in XPM as a one stop shop.

I can't believe it isn't an option currently, it's such an important part. We do similar to Petra, and we use that as the base budget so the accountants can accordingly calculate their hours and advise if it is going to go over budget early on.

As we complete each client's Annual Compliance job we copy it to create a new job for next FY. At the beginning of the new FY we run a billing report showing what we billed the client last year for compliance and add a CPI increase to it, then enter that in as the budget against the jobs we have already created. Currently this is a manual and very time consuming task. It would speed things up substantially and make it a much more efficient process if we could import the job budgets.

Updating the budget each ear would be a reason to import jobs each year instead of using recurring jobs