List of Estimates

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Listofestimate.jpg

Generate a list of all job estimates in the system.

1 Job Period

Filter report for specific job period(s).

Enter desired time period in (MM/YY) format. Click on the (+) icon to select multiple periods.

2 Company

Filter report for specific company(s).

Enter company code, search for existing company or create new company.

3 Client Group

Filter report for specific client group(s).

Enter client group code, search for existing client group or create new client group.

4 Client

Filter report for specific client(s).

Enter client code, search for existing client or create new client.

5 Supplier

Filter report for specific supplier(s).

Enter supplier code, search for existing supplier or create new supplier.

6 Estimate Status

Filter report for specific estimate status(s).

Enter existing estimate status code or Search for specific estimate status.

Possible Status Values: 'Issued', 'Draft', ‘Approved’, 'Cancelled' and ‘Delivered’