Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Work with forms in SPbinder

Mark amounts as estimates

To mark an amount as an estimate on the
Forms
 tab, right-click the amount field, then select
Mark Amount as Estimate
 from the shortcut menu.
You can also mark a reference as an estimate from the source document. Right-click the reference then select
Mark as Estimate
 on the shortcut menu.
Marking a field as an estimate will change the border color of the text box in the
Forms
 tab area.
The estimated reference on the source document appears with the letter 'E' in parentheses before the reference number .
The estimate reference will also get printed in 2050 DreamWorkpapers.

Clear Estimate

To clear the estimate, right-click the amount field in the
Forms
 tab area then select
Clear as Estimate
 on the shortcut menu.
To clear the estimate for a reference or field, right-click the reference on the source document, then select 
Clear as Estimate
 on the shortcut menu.
When you clear the reference as an estimate, the reference on the source document and the border color of the text box change back to default.

Mark all fields as Estimate

To collectively mark all fields as estimated, select the 
Mark Amounts as Estimate
 checkbox on the
Forms
 toolbar. All the references will be marked as estimated on a particular form.
To clear estimates from all fields in a form, clear the
Mark Amounts as Estimate
 checkbox. 
You can view all estimate fields on the
Review Tree
 tab, under
Field(s) Marked as Estimates
.

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close