What's in this Article
You now have the option to select time entries in bulk and switch them to a specific client or service item. This helps you have some flexibility on which contact to bill when several contacts relate to one entity.
As an Admin, you can bulk edit the client or service item on time entries. We're sure you don't want to waste time making edits by clicking each time entry one by one. This is a great tool to use when a team member enters incorrect clients/service items in a Time Entry. Or, your firm may decide to bill a different contact that is still under the same entity.
You can edit time entries in bulk from the Time Entries dashboard or from the Time Entries tab in a Client Record.
Edit Time Entries in Bulk From the Time Entries Dashboard
1. In the navigation on the left side of Canopy, click Time.
2. Select Time Entries.
3. Under the Saved Time section, add filters as needed to find the necessary entries.
4. Select the checkbox next to each needed time entry.
5. Just above and to the right of the Saved Time table select the Assign client icon.
Clicking this opens up a window where you can search for the client to transfer the time entries. Bear in mind that assigning a new client will remove any associated task/subtask!
Once you hit Continue, a message at the bottom of the screen says:
You can click View activity log to see more details on this action.
6. In the same area, you can select the Assign service item icon.
This populates a window for you to search for a service item and switch the time entries.
Once you hit Continue, a message at the bottom of the screen says:
You can click View activity log to see more details on this action.
Edit Time Entries in Bulk From the Time Entries Tab of a Client Record
1. In the navigation on the left side of Canopy, click Clients.
2. Enter a client name in the Search clients... field.
You can also navigate to the Client List and find a client there.
3. In the Client Record, go to the Time Entries tab.
4. Under the Saved Time section, add filters as needed to find the necessary entries.
5. Select the checkbox next to each needed time entry.
6. Just above and to the right of the Saved Time table select the Assign client icon.
Clicking this opens up a window where you can search for the client to transfer the time entries. Bear in mind that assigning a new client will remove any associated task/subtask!
Once you hit Continue, a message at the bottom of the screen says:
You can click View activity log to see more details on this action.
7. In the same area, you can select the Assign service item icon.
This populates a window for you to search for a service item and switch the time entries.
Once you hit Continue, a message at the bottom of the screen says:
You can click View activity log to see more details on this action.