Opening a project or slip in Daylite

For a project, opportunity, task, and/or appointment you've imported from Daylite, Billings allows you to open that item in Daylite. This is useful if you're interested in taking a quick look or review that item in Daylite. Keep in mind that Daylite needs to be open and you should be connected to your database.

To open a project in Daylite

  1. In Billings, select a project.
  2. Choose Project > Open in Daylite.

    Billings takes you to the appropriate project/opportunity in Daylite.

To open a slip in Daylite

  1. In Billings, select a slip.
  2. Choose Slips > Open Slip in Daylite.

    Billings takes you to the appropriate slip in Daylite.

See also

Sending a project or opportunity from Daylite to Billings

Sending a task or appointment from Daylite to Billings