Global Edit in Bill Prep

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The Global Edit feature through Bill Preparation allows you to change the fields like Date, Timekeeper, Rate, Activity, Level, Billing Status, On/Off Invoice, Phase-Task, Sales Tax (if used), and Alias on selected entries. It does not allow you to "remove" the Activity Codes, and it does not change the text that is currently stored in the Fee Entry.

You may use Search and Replace in Time Manager or Bill Preparation on selected entries to change or remove certain text on the entries. This feature is accessed in Time Manager via Spell/Replace or Bill Prep via ACTION, Spell and Replace.  It is possible to ask the system to do a search on a word and have it replaced with blank if you do not fill out the Replace field.  Carefully review your entries if you use this option.

Options in Bill Prep for changing the selected entries globally are shown in the first screenshot. To access this window, you may go to Action and choose Global Edit, or right click on any transaction and choose Global Edit. 

 

The Search and Replace options are shown in the next screenshot. To access the window, go to Time Manager, highlight the entries you want to change, click on Tools, choose Spell and Replace and then on the next prompt under Rows, choose Selected, and under Operation, choose Search/Replace. Enter the text that you want replaced. If you want to "remove" text, leave the Replace with field blank.

 

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