Proposal/Print Menu: Fees Report & Options


Proposal/Print Menu: Fees Report & Options

 

Please Note:

SmartPartners that currently use the Custom Proposals, from the Proposal Print Menu, should contact Horizon to have the Custom Fees Report updated)

 

The Proposal Fees Report now includes all Fees:

 

1st set your Print Options for this new report in the Master Preferences 

 

 

 

Proposal Fees Printed Report Options

#1  Show/Hide Product Supplements

#2  Show/Hide Global Labor

#3  Show/Hide Fee Line Item Selling Price

#4  Show or Hide Fees Totals (There are several Options that can be chosen from the pull down menu)

#5  Change the Subtotal Labels from the Default Labels

 

#6   Update all Existing Proposals in SCPS with these Defaults (you can also do this for each Proposal from the Proposal Fees Report Options screen) 

 

 

The Fee Print Options enable you to Show or Hide any or all of these sections and change the Report Labels for each Fee Subtotal (see below)

 

 

Proposal Fees Print Report

 

 

Proposal Fees Printed Report Options

#1  Update a Proposal with the Master Preferences Fee Print Options

#2  Show/Hide Product Supplements

#3  Show/Hide Global Labor

#4  Show/Hide Fee Line Item Selling Price

#5  Show or Hide Fees Totals (There are several Options that can be chosen from the pull down menu)

#6  Change the Subtotal Labels from the Default Labels