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If I create an opportunity listing an amount of $100, then create an estimate for $200 and attach it to the opportunity, does it have any effect on the opportunity amount, or visa versa? I'm not showing that it does, but I'm also using an outdated screen. My real question is: How do the amounts...
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Does anyone know if I can "choose" where to create a new line item on the estimate screen. After creating an estimate with many items, we sometimes need to add something that is best placed in line with like items instead of just at the bottom of the estimate. Also - Shipping and handling is...
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I have made progress on creating email templates, but I cannot find any way to create and send a one-time email from the estimate form with a .pdf of the print preview estimate attached. In other words, there are times when using the “save and email” button with a pre-set template won’t...
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Are we able to create different work orders by specifiying certain line items from an Estimate? Does this functionality exist but I'm just missing it? When we create Estimates, we commonly need to create different work orders by type of work - deliveries, service work, spray applications, etc. It...
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My EstimateLine grid cost is showing the actual cost although in other posts I see it is actually supposed to show the rate because that is what it points to. I've checked several parts and they are all showing the actual cost of the part not the rate. However when I do a print preview it no longer...
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How do I fix this? Description: An application error occurred on the server. The current custom error settings for this application prevent the details of the application error from being viewed remotely (for security reasons). It could, however, be viewed by browsers running on the local server machine...
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Hi method, I was creating an estimate today and noticed that the default tax choice is sales tax item. The problem with that is we have multiple tax items in Texas for each customer, so we have to create what are called Sales Tax Groups in Quickbooks. So, I was wanting to customize the estimate screen...
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My estimate number scheme involves appending a number, generated by the date/time, with the rep's initials. For instance, 101123-0118JR. I know how to get this to do so and the Estimate # field is populated with the correct number. But when I save, the letters are dropped, leaving me with 101123...
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Inventory Items belonging to the "Group" Type are displaying $0.00 Cost when they are used in Estimates, both on-screen and on the Method-generated quote forms. Is there a fix for this? Group item types are very critical to the operation of my company.
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