Available in Sage 50 Premium Accounting and higher.

Copy Phase Information to a New Phase

If you have phases that are very similar, you can set up the information for one phase and copy that information into other phases. To copy phase information from an existing phase to a new one, you need to:

  1. Click the Jobs navigation aid on the Customers & Sales Navigation Center and select View and Edit Phases.
  2. Select the phase that you want to copy and click Open.

    Sage 50 displays the phase information.

  3. Change the Phase ID to the new ID you want to use for the new phase.
  4. Select Save. The new phase is saved with information from the phase you copied from. You can make any changes you want to the new phase's information.
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