Accessing the Methvin's Job Costing App
- Open the Methvin Estimate App.
- Click on the Open Progress Payment on the right side of the toolbar.
Creating a New Progress Payment
- This action directs you to the Valuation Manager, where progress payments are initiated and tracked.
- In the New progress payment window, you will have options for Title, Valuation Date, and Remarks.
- You can change the Title "Progress Payment 1" (this is the default title), Valuation Date, and add any Remarks.
- Once all details are filled, click Submit to create your first progress payment. This will enable you to track work and progress under this valuation.