Adding Estimated Expenses to an Estimate

To add an estimated expense to an estimate:

  1. On an estimate record, go to the Additional Costs tab.
  2. On the Estimated Expenses related list, click New.
  3. Enter an amount for the expense.
  4. [Optional] Enter a name for the estimated expense.
  5. [Optional] Select the type of the estimated expense.
  6. [Optional] Select an estimate product to associate with the estimated expense.
  7. Select the Non-Billable checkbox if you don't want the expense to be billed to the customer.
  8. Click Save.