Skip to main content

Setting the actual cost to the forecast

When creating a job/sales order from a quotation or when adding an item, the actual can be set instead of defaulting to zero

If you plan to manually update the actual costs rather than using purchase orders created from the job/sales order, Zigaflow can automatically populate the actual figures.

Set up

1. Click on the Cog

Zigaflow dashboard with the settings cog icon highlighted in the top-right toolbar, beside the notifications bell

2. Click "Financial Settings"

Settings menu with Financial Settings highlighted, showing sections like Purchase Order Settings, Account Codes and Tax Codes

3. Ticking this will automatically populate the actual values with the forecast. Unticking will leave the actuals at zero.

Financial Settings, Order Cost Settings with the Copy Line Item Forecast values to Actual values checkbox highlighted

4. Click "Save Changes"

Financial Settings page, Order Cost Settings section, with the Save Changes button highlighted below the cost checkboxes

Learn more: jobs in Zigaflow

Related Articles
Did this answer your question?