Hello everyone!

Many of you have been asking for the ability to Export and also import Charge Schedules, so hopefully an early Christmas present as these are now available in Plannr.

Within Business go to Reports / Exports where you will see the option to generate a Charges Export and can filter your results as appropriate:

There is also now the ability to import Charge Schedules in bulk using the new Charges import.

Within Business go to Imports, select Add New and choose Charges. You can download the sample import CSV and once completed use the standard Validate and Create functionality.

Support Articles are being completed and will be available shortly which will give you all of the step by step guides but as always any queries please let us know.

Enjoy!

Lysa and your team at Plannr