Estimate settings

The case's category is tremendously important to the way that the estimate functions. The category settings specify the estimate's 'policing' of case costs, which is extremely customisable in order to meet diverse requirements.

Category settings

To access the Category List select Lists > Other Lists from the main menu and select Category from the List Type dropdown list.

Select the desired category and its settings tabs appear. The estimate settings are at its Costs tab and its Estimate tab:

There is also a relevant system setting, as shown below

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