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Setting the Actual Cost to the Forecast
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

Updated this week

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

2. Click "Financial Settings"

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

4. Click "Save Changes"

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