Batch job name replacement before exporting!
My guys usually make up an easy name to remember a particular long term job. My QB usually has a more detailed name. I have to go one by one and change the job name day by day for each employee to get it to the right job name before I export the week.
Hey Matt, thank you for sharing your idea, and allowing folks to have a forum to support and vote for it.
Just wanted to get some more information on your current work flow. You can just map that ClockShark job to the QuickBooks job without changing either name. And when you run the web connector, the QB should overwrite the CS job name.
Or you could also just change the name of the job in ClockShark without having to edit all the times. Does that sound like something that would be easier for you?
Tami Anderson commented
I see what you mean about changing the mapping integrations to be correct, but in our use, those previous job names may be used again and I don't want to overwrite those. For example, I have Trout Creek Drive time... Sometimes it's used when we work directly for Trout Creek, but it can also be used when we are working under a general contractor. It can vary week to week.
Honestly, just the batch replacement on a weekly basis would work best for me... :-)
This could be done on the 'View Week' page for an individual. The jobs are all listed on the left. The jobs could be turned into a drop down menu to select the correct job that it should be assigned to.