Drag and Drop Line Re-order for Claims Log and Budgets

Published on

May 10, 2024

You now have the flexibility to re-arrange the order of line items in both the Claims Log and also Budgets.

Simply tap an hold using your mouse to drag into any order and it will auto-save in new format. Any printed Estimate / Claims will also print in the updated order.

Need more help?

If you have any questions or need additional assistance, please do not hesitate to reach out. We are here to help support you, and for those who would like a closer look at the initial setup, you can book a demo with us.