Job Quotes Tab
This section describes the fields and actions on the Job Quotes tab of the Approval Center workspace. If you have no pending items for approval (whether as an approver, substitute approver, or super approver), and no rejected lines for a tab, Maconomy hides the tab.
Tab Fields
Field | Description |
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View Details | Click this icon to view more information about the approval item specified on the line.
The wizard that displays also lets you approve/reject the approval item. |
Job No. | This field displays the number of the relevant job. |
Job Name | This field displays the name of the relevant job. |
Customer | This field displays the name of the customer for whom your company will perform the relevant job. |
Project Manager | This field displays the name of the project manager for the relevant job. |
Quote Price | This field displays the currency and the price for the job quote. |
Status | This field displays the current approval status of the job quote. |
Approve | Click this action to approve the line. |
Reject | Click this action to reject the line. |
Undo | Click this action to undo approval/rejection of the line. |
Tab Actions
Button | Description |
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Approve all | Click this action to approve all the lines pending approval that are listed in the tab. |
Click this icon to export the rows from the current table to a spreadsheet.
Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
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Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. | |
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Click this icon to maximize the table view.
Click this icon to restore the default display size of the table. |
Click this icon to open the Customize Columns window. |
Parent Topic: Approval Center Fields