Financial Reports: Estimating

Create an Estimate vs. Invoiced Report

OBJECTIVE

To create a Estimate vs. Invoiced Report in ConstructionOnline

BACKGROUND

ConstructionOnline provides the most powerful cloud-based estimating in the industry, giving users the ability to manage their project financials from proposal generation through final invoicing.

STEPS TO CREATE A ESTIMATE VS. INVOICED REPORT

    1. Navigate to the desired Project via the Left Sidebar
    2. Select the Financials tab
    3. Choose the Financial Reports category
    4. Hover over the Estimate vs. Invoiced Report & click Create

      1. This will open the Estimate vs. Invoiced Report window
      1. Select the level of detail to include on the Report
      2. Click Create
        1. The Report will open in a new tab
      3. You can Share, Save, Download, Edit, or Print the Report from this tab

      HAVE MORE QUESTIONS?

      We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.