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Import an Excel workbook

Job tracker firmsFor: AdminAccess: Admin

Bring a spreadsheet tracker into BMS.

A firm that keeps its jobs in a spreadsheet tracker can bring it into BMS. The steps are in the Job tracker category: Import the weekly workbook.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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