How to record an estimate

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

Click … in the top right corner. 

A dropdown menu will pop up.  

Select Record Estimate to display the modal window.   

Fill out the fields about the estimate: 

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

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