When Profitability is Recalculated all auto-calculated expenses will be deleted and regenerated. This includes any auto-generated expenses that were manually edit. At this point, SmartMoving will repeat the process of looking at your Automatic Expense Rules and will run the rule for all that are enabled. The expenses will be recreated based on your current profitability settings for the jobs that are closed. Any manually added expenses will not be removed.

Step 1: Navigate to the Profitability tab of the opportunity.

Step 2: Click Recalculate Expenses.

Step 1: From the Profitability Tab of the Opportunity, navigate to the Expenses Panel.

Step 2: Navigate to the expense that needs to be edited.

Step 3: From the menu icon, select Edit.

Step 4: Edit the description or the total of the expense.

Step 5: Click Save to save your changes.
​

Step 1: From the Profitability Tab of the Opportunity, navigate to the Expenses Panel.

Step 2: Navigate to the expense that needs to be deleted.

Step 3: From the menu icon, select Delete.

Step 4: Click Delete if you are sure you want to delete this expense.

Note: This action cannot be undone.

Related

Tracking Expenses on an Opportunity

Profitability Automatic Expense Rules