How to Configure and Locate the Option to Show Expenses as a Line Item on Proposals
When working with proposals in manual pricing mode, you may need to display expenses as a separate line item on Schedule A. This guide will help you locate and configure this feature in your system.
What is the "Show Expenses as a Line Item" Feature?
The "Show expenses as a line item" setting allows users to display detailed expenses on proposals, particularly under Schedule A. Enabling this setting can improve clarity and transparency in proposal documentation.
Steps to Locate and Enable the Setting
Navigate to the Equipment Page within the relevant proposal.
Scroll to the top of the proposal interface.
Locate the “Show expenses as a line item” option, which is positioned directly below the change request area.
Conditional Requirements Before the Option Appears
This option is only visible when the proposal is switched to manual pricing mode. To ensure access to the setting, follow these steps:
Check whether the proposal is currently in manual pricing mode.
If not, switch the proposal to manual pricing mode using the tools available on the proposal page.
Frequently Asked Questions (FAQs)
Q: What should I do if the “Show expenses as a line item” option doesn’t appear?
Confirm that the proposal is in manual pricing mode. This setting is only available in that mode.
Q: Can I access this feature on all proposal versions?
Yes, as long as manual pricing mode is activated.
Q: Where exactly will the expenses appear on Schedule A?
Once activated, expenses will be listed in a separate line item under the "expenses" section of Schedule A.
Related Topics
Working with Manual Pricing Options
Adjusting Proposal Settings
Enhancing Clarity in Schedule A Documentation
By following this guide, you should be able to configure and locate the "Show expenses as a line item" setting effectively and ensure accurate representation of expenses in your proposals.