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Offer Set-Up - Expenses Management

By Magali Pervan
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Click on "Management Fees"
Step #1: Click on "Management Fees"
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You will show all the "Active Offers"
Step #2: You will show all the "Active Offers"
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Click on the entry, the first for example
Step #3: Click on the entry, the first for example
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1. Client
Step #4: 1. Client
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2. Start Date : day of the creation of the offer by default
Step #5: 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
Step #6: Click on for change the date if you want
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3. Contract Reference : tap here
Step #7: 3. Contract Reference : tap here
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Now, click on "Save"
Step #8: Now, click on "Save"
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It will show the list of the projects link to the offer.
Step #9: It will show the list of the projects link to the offer.
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Select the project you want.
Step #10: Select the project you want.
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Click on "Add"
Step #11: Click on "Add"
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You can see all the columns if you move the bar.
Step #12: You can see all the columns if you move the bar.
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To add "Management Fees", click on "New Management Fees"
Step #13: To add "Management Fees", click on "New Management Fees"
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1. Name of the offer
Step #14: 1. Name of the offer
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Select the project link.
Step #15: Select the project link.
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Select the "Type of Expenses"
Step #16: Select the "Type of Expenses"
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Add the percentage of the offer
Step #17: Add the percentage of the offer
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And click on "Save".
Step #18: And click on "Save".
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Click here to be back on the list
Step #19: Click here to be back on the list
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To apply the same percentage to several entries,
Step #20: To apply the same percentage to several entries,
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Select some entries, you want.
Step #21: Select some entries, you want.
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Click on "Edit"
Step #22: Click on "Edit"
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Add the number you want for all your entries on "Percentage"
Step #23: Add the number you want for all your entries on "Percentage"
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25 for example, and click on "Save"
Step #24: 25 for example, and click on "Save"
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25 is change.
Step #25: 25 is change.
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Click here, to be back on the list of "Active offers"
Step #26: Click here, to be back on the list of "Active offers"