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How to Transfer Items Between the Costs and Sales Inboxes

Updated over a week ago

You can easily transfer documents between the Costs and Sales Workspaces via the costs/sales inboxes or an item's details page.


Via the Costs & Sales Inboxes

To do this, in either the costs or sales inboxes, select the items you'd like to convert using the checkboxes down the left-hand side of the page, then click Move to at the top of the page, then Sales or Costs.

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Via the Item Details Page

You can also convert an item from the Item Details page, by clicking the Move to button at the top of the page, then Costs/Sales.

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