How to record an estimate

To record an estimate, go to the Departments module and click the Transactions tab in a department’s page.  

Click … in the top right corner.

A dropdown menu will pop up.

A Record Estimate modal window will appear.

Fill out the fields about the estimate: 

• Attachment – Attach relevant files to support your transaction estimate such as receipts, calculations, quotes, proforma invoices, etc.
• Type – Select one of the estimate types. Transaction types and icons can be defined in the Organization Configuration by an administrator.
• As of Date – Indicates the date of the transaction.
• Amount – Choose a currency and add the amount to your transaction estimate.
• Description – Add a detailed description if applicable.

Click Save. The estimate you have just created will now appear in the transactions list.