Knowledge Base Categories Quotes and Expenses

Quotes and Expenses

Compare quotes, record spending, and attach supporting documents.

5 articles

How is the estimated total chosen?

The chosen quote is used first, otherwise the highest quote, otherwise the target budget.

Edit the quote and change its status to Chosen.

Record the amount and use the included-work and notes fields to capture important differences.

Record real project spending with an amount, date, category, supplier, and notes.

Premium users can take a photo or select a photo or file for a project, quote, or expense.