Check an estimate before you send it
Put a priced bill through the validation rules, clear every warning and error, then export a clean report you can hand straight to the client.
How it works, step by step
3 steps across the platform - what you do at each one, and why it matters.
Open the priced bill
BOQOpen the bill you are about to issue and confirm every position carries both a quantity and a rate. Blank cells and stray zeros are the first thing the validator hunts down, so a quick scan now saves surprises.
Why: A gap you overlook is a gap the client finds first, usually in the meeting. Reviewing the bill yourself means the validation pass confirms good work rather than exposing a hole.
Run the validation rules
ValidationRun the rule sets across the bill and read the traffic-light result. Each error and warning is linked to the exact position, so you can jump to the offending line and fix the cause rather than the symptom.
Why: Missing quantities, zero prices, duplicate lines and rates outside a sane band are cheap to correct today and awkward to explain after issue. The score is your honest go or no-go signal.
Export the report
ReportsOnce the bill reads green, export the executive summary alongside the detailed breakdown. The report ships the cost split and the validation outcome in one document.
Why: A report backed by a passed validation is one you can stand behind under questioning. It shows the client not just the total but that the total was checked against rules before it was sent.