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JB T&M Template Copy

JB T&M Template Copy duplicates an existing T&M template so you can create a new one with different rates or categories.

Before you start​

  • Have a source template to copy.
  • Choose a unique destination template name.

Steps​

  1. Open JB T&M Template Copy.
  2. Select the source template.
  3. Enter the destination template name.
  4. Check the options to copy (copy everything on first use unless you have a reason not to).
  5. Complete the copy, then open the new template and adjust rates or categories.

Notes​

  • Destination names must be unique.
  • Review rates after copy—do not assume the clone is ready to bill until you verify it.