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How to Track Costs

Admin users can add cost custom fields and hide these from users who don't need to see sensitive information.

Nicole Howard avatar
Written by Nicole Howard
Updated over a week ago

How to Track Costs

Admin users can edit custom fields to add Cost to the work list. For example, add cost for estimates or totals in three different currencies. Admin users can hide these fields from other users to keep sensitive data secure using our Advanced Access Levels.
You can then sort and filter by these fields in the main work list page.
The sum of the total cost field will be displayed in the table footer. If you are using the grouping feature, the total cost will be displayed in the group column header.
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Estimates or final invoices can also be added to the point cards in the attachment section for easy reference.


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