How to unpost an Estimate

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.

You can also click the box to the left of the JOB NO. to UNPOST the estimate.

5. Click UNPOST.

6. A notification will appear at the bottom of the page confirming that the estimate has been unposted

This guide provides steps to unapprove an estimate when updates or corrections are needed before final approval.