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gaterbate
Level 2

Move Transactions from Parent to Job

Enterprise

 

How can I move Estimate. Invoice, Payment, Deposit FROM the Parent into the correct Job?  These transactions are sitting in the Parent and I need to move them to the Job (which is sitting under the Parent without any transactions)

 

I tried creating a new Customer/Parent and dragging the original parent to the the right under the new Parent - but says "You cannot change the sublevel of an item unless the list is in its original order.  CLick on the list's "diamond" column header to return the list to it's original order."  - it is the Parent so there is no space to move further.

 

is there a way to get the transactions to the job?  or make parent a job?  or merge the two to make a job?  please help

 

thanks

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