Video Gallery
Xact Hacks | Line Item Notes: SmartList
This week's Xact Hacks video is about line item notes found in the SmartList under Unit Price. We discuss three options in particular - Pending, Gratis, and Bid Item (along with best practices when including a bid item in your estimate). There are many ways this Hack can be applied to add commentary beyond F9 notes that impacts the actual dollar amount of the invoice/estimate generated. Enjoy!