CanadianHD
Level 2

Account management

This is how I did it.

Run Estimates by Job

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I prefer the right hand column to be "Amount" as it excludes tax

In the Filters for Account I selected "All ordinary income accounts"

In the Filters for Estimate Active I selected "Yes"

Then when I run the report if there are 3 lines of details in the estimate, I get three lines of information for the same estimate