Updating active projects that were imported from Daylite

If you have active projects that were brought in from Daylite, you may select them and bulk update them all at once. This update will bring over any new data added in Daylite into Billings Pro.

To update active projects added from Daylite

Choose File > Update from Daylite.

See also

Importing a project or opportunity from Daylite for a client in Billings

Opening a project or slip in Daylite