Offer Set-Up - Expenses Management
By Magali Pervan
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Click on "Management Fees"
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You will show all the "Active Offers"
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Click on the entry, the first for example
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1. Client
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2. Start Date : day of the creation of the offer by default
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Click on for change the date if you want
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3. Contract Reference : tap here
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Now, click on "Save"
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It will show the list of the projects link to the offer.
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Select the project you want.
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Click on "Add"
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You can see all the columns if you move the bar.
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To add "Management Fees", click on "New Management Fees"
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1. Name of the offer
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Select the project link.
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Select the "Type of Expenses"
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Add the percentage of the offer
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And click on "Save".
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Click here to be back on the list
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To apply the same percentage to several entries,
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Select some entries, you want.
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Click on "Edit"
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Add the number you want for all your entries on "Percentage"
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25 for example, and click on "Save"
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25 is change.
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Click here, to be back on the list of "Active offers"
