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How to unpost an Estimate

Managers can easily unpost an estimate within the platform.

Steps:

  1. Navigate to JOBS > Estimates.
  2. Use the Filters to narrow down your search or scroll through the list of Job No.
  3. By default, the system will show unposted transactions only. Change the SHOW POSTED? filter to Posted Only. 
  4. Select the JOB NO. that you wish to unpost. 
  5. Click UNPOST. 
  6. You can also click the box to the left of the JOB NO. to UNPOST the estimate. 
  7. A notification will appear at the bottom of the page confirming that the estimate has been unposted.