How to Transfer Items Between the Costs and Sales Inboxes

You can transfer documents between the Costs and Sales Workspaces by selecting each item you’d like to convert using the checkboxes down the left-hand side of the page, and clicking ’Tools’ and ‘Convert to Sales’ or ‘Convert to Costs’.

In the Costs workspace, select the item, then click on Tools, and then click Convert to Sales:

In the Sales workspace, select the item, then click on Tools, and then click Convert to Costs:

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