Estimates

How do I edit estimate templates?

Click on Your name (bottom left) → Company settings → Project accounting → Appearance → Estimate template → Hover over the desired template → Edit. There you can edit the …

How do I change the estimate currency?

You can select the desired currency by clicking on Your name (bottom left corner) → Company settings → General → Company details → Default hourly rate and select the currency. …

How do I create an Estimate?

You can create an estimate by going to Accounting → Estimates → + Estimate. There you will need to add items to the estimate and save it. You can …

What are estimates?

Estimates are an approximation based on well-defined (but preliminary) cost data and established ground rules. They are usually sent to a client for approval before you start the actual work. You can …