How to Authorize or Reject Estimates - WebTMA 5

Path: Transactions > Estimate > Records / Identity Tab

You can authorize, reject, or ignore estimates from the Estimate record in View mode:

  1. Click the Authorize link on the Action menu.
  2. Complete the Authorization Comments on the Estimate Authorization popup window.
  3. Click your choice of the Authorize, Reject, or Ignore buttons.
Was this article helpful?
0 out of 0 found this helpful

Articles in this section

2023 Client Training Schedule
See the full list of web training events scheduled for 2023. Watch completed training sessions or register for upcoming events.