Addendum

Using the Addendum Feature in Methvin

When clients request changes in your estimate, it’s not practical to manually edit each line item. Instead, Methvin provides a smart Addendum Import tool to help you review, compare, and apply changes efficiently.

Upload the Addendum File

  • Go to the File menu.

  • Select Import Addendum.

  • Choose the addendum file sent by the client and click Import.

Map the Columns (Import Preview Window)

Once the file loads, you will see the Import Preview Window.

  • Map the relevant columns such as:

    • Item
    • Description
    • Quantity
    • Unit
  • Use the dropdowns labeled ignore to assign the correct mapping.

  • After mapping, click Import.

Review and Edit in Bill Addendum Merger

After import, the Bill Addendum Merger window opens.
Here you can:

  1. Compare each line item between the original Bill and the Addendum.
  2. The Difference column shows the following differences between the two,
    • Item number
    • Description
    • Unit
    • Quantity
  3. The Action column logs what actions were taken.

Right-Click Context Menu Options

(Right-click any line item to view these actions)

Option Name Function Shortcut
Insert Addendum Item Inserts the addendum item into the estimate as a new line item.

Ctrl + Insert

Replace Job Item Replaces the existing job item with the one from the addendum.

Enter

Delete Job Item Deletes the original job item.

Ctrl + Delete

Ignore Addendum Item Ignores the addendum version of the line item.

Ctrl + F

Ignore Job Item Ignores the job version of the line item.

Ctrl + G

Undo Reverses the last action you performed.

Ctrl + Z

Compare Description Displays the full description of the selected line item, helpful for long texts.

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Finalizing the Changes

  • Once you're done reviewing and applying actions, click Update.

  • Then click Close to return to your estimate and see the finalized version.

support@methvin.org

+64 27 702 1701