Monday, November 12, 2018

Tax Fields are not Available on Estimates

Solution: Administrators must set the Tax Code to show on the form under Screen Fields  > Columns subtab as well.

1. Navigate to Customization > FormsTransaction Forms.

2. Edit the Preferred Estimate Form.

3. Under the Screen Fields subtab > Columns subtab.

4. Mark the Show checkbox next to Tax Code. 

5. Click Save.

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