Adding estimates to the Xcelerate File
To add an estimate, you will need to navigate to the Financials tab in the file. From there you will select the orange Add icon.
Once selected, a widow will be produced to input the document, estimate the amount, and any comment you may want to leave.
After all the information is inputted, you simply select Create. You will then be able to view the estimate with all its information from the estimate tab in financials.
