Hi @davidk101 ,
As per current invoice module design, there is no import itemization option available. However, you can copy any existing invoice which has 50-100 line items and do the necessary changes in copied invoice.
Also, if multiple line items contain same set of information, then you can use bulk edit option. For that you need select those respective line items and click edit. It will give you pop-up window, fill in the required information and save.
Hi @davidk101,
Yes, there is an excel spreadsheet to import itemizations. The invoice must first be open, then you can select one or more invoice lines which you want to import itemizations for, & click Distribute > Import Distributions.
From there you can download the template for your site's configuration. First enable editing, then click the triangle between Column A & Row 1 to select all cells, & right click to format all cells as Text to preserve any potential leading 0's you might be importing & alleviate any potential formatting issues. The itemizations, or distributions, will need to be the code for your company's cost objects, rather than the name. Enter in the Excel spreadsheet either the amount or the % you want to apply for each distribution, then when you upload the file you will need to indicate if you are distributing by amount or percentage.
I hope that helps!
