Workflow Library  ›  Estimates

What syncing a GC quantity actually does

An adjustment entry, nothing hidden, fully reversible.

Steps

  1. For each line you checked, one entry is created for the difference between the GC's to-date and yours, dated the estimate period, with a note naming the estimate.
  2. Your to-date on that item now equals the GC's. Earned follows.
  3. Changed your mind? Open the estimate in the GC Pay Apps list and use Delete & Revert Sync — the adjustment entries are removed and your previous numbers are back.

What it affects

Didn't cover your case? Email [email protected] — questions we get become guides.