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How can I check if an estimate is dissolved completely or if there was a difference between estimates and incoming invoices?
Estimates will be dissolved by an incoming invoice, but there can be a difference between the estimates and the incoming invoice. To check the original estimates and the difference amount, you can go to > Finance > Estimates.
Finance > Estimates
- Choose Status Resolved (1).
- Click on Export above (2).
- Additionally you can use different filters as well. At the exported sheet you can see the columm amount (of original estimate) and charge line amount (amount of incoming invoice). If you compare both amounts, you can see the difference.
Other useful values:
Who has created the estimate?
Who has worked on the estimate last?
Who has created the estimate?
Who has worked on the estimate last?