How to Round up an Estimate Total

 

The Adjust Total button Button allows entering a new total for an estimate and the actual line amounts (and possibly misc charges) will be adjusted proportionally to force the estimate to match the desired estimate total.  If there is an overage amount on the estimate, the allowed will not be modified; if no overage amount is present the allowed will be changed to match the actual totals.

 

Example:

Estimate Before

Line Before

Totals Before

Adjusted Total to $775.00

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Line After

Line After

Total After

Total After

This change is not reversible so make a copy of the estimate to go back to the original numbers.

 

A warning will display before the final changes are posted.

Warning

 




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