Step 6: entering current jobs
Transferring all your current job files
3 articles- Migrating storage customers Migrate your existing storage customers to Bas. Learn how to correctly set the last invoiced date, enter rates per container and convert weekly prices to monthly prices.
- Importing ongoing case files
- Transferring outstanding quotes and ongoing case files Transfer your outstanding quotes and ongoing case files to Bas. Learn how to enter case files without a quote, use fixed amounts and avoid mistakes.