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manipulating line items in estimates

Last post 09-23-2016 7:49 AM by mahlonf. 1 replies.
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  • 09-22-2016 4:54 PM

    manipulating line items in estimates

    Hello all, I looked and foun a post from 2012 related to this but was not able to find any solutions. I would like to know if items can be rearranged on the estimate.  

    I am simply looking for the ability to make my quotes easier for clients to read and would like to be able to group items together with other items in that class.  It also looks messy if the client calls and adds and item which then needs to be just tacked onto the end of the quote.  

    So, can items be moved? If not is this something method intends to fix or should I just bail and use quickbooks for my quotes?  Thanks in advance!

  • 09-23-2016 7:49 AM In reply to

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Re: manipulating line items in estimates


    This cannot be done natively in Method. I can develop a screen that allows you to do that. Please contact me offline for a quote.

    Mahlon L Fisher

    Mahlon L Fisher
    Computer Bookkeeping Solutions
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