Analysis codes (EST Record)

Open: Estimating > Records > Enter New Estimate - Full | Analysis Codes.

1. Enter up to five analysis codes Analysis codes are extra pieces of information or customer fields that you can use to improve your reporting and to compare different areas of your business. Analysis codes can be used to group your records together, and transaction analysis codes can be applied directly to transactions posted to your nominal accounts. for the estimate. You can use these for custom reporting.
2. To continue entering estimate information, select Drawings.
3. To save your Estimate Details, click Save.