How to record an estimate

To record an estimate, go to the Projects module and click the Transactions tab inside of a specific project. 

Click … in the top right corner. 

A dropdown menu pops up.  

Click record estimate and a Record Estimate modal window pops up.  

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 for your transaction estimate.
• Description – Add a detailed description if applicable.  

Click Save. The estimate you just created now appears in the transactions list.