Hello,
I am just starting to use the Estimate portion of Sage. How do I properly create an account to assign these estimates too?
Thank you
Hello,
I am just starting to use the Estimate portion of Sage. How do I properly create an account to assign these estimates too?
Thank you
In what manner do you mean?
When creating an estimate, you select a customer (or some people call it a customer account). You can also select a service, activity or inventory item that can have a revenue account already associated with it or you can just chose any revenue account you wish. These accounts would already be created before you started using the estimates typically.
Estimates themselves do not create any journal entries so there is no entry to any of the general ledger accounts when you post/record an estimate.
That's perfect. I wasn't sure if selecting my revenue account would create an entry. Thanks for your help!
On almost every data entry screen, you can look at the journal entry report before you post to see what the entry will be. In the case of unpaid orders and estimates, there is no journal entry to show.
Hi Michelle, if the above suggested answer helped, please do mark it as verified (by clicking the "more" button on the response) for the benefit of others in this forum :). Thank you!
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