Equus Software

The first step to generate a tax cost estimate is to create a cost estimate template. A template determines the line items to be displayed for an assignment. Each line…

Cost Estimate Template Configuration

You can define specific line items in this section to appear on your Cost Estimate to capture assignment costs for tax calculations. There are four section to configure:

Appearance
Calculation…

Cost Estimate Line Items Details Configuration

You can create a tax cost estimate for an assignment in the Equus Platform to determine an estimated cost of an assignment or phase of an assignment.  The estimated cost…

Cost Estimate Overview

 
When enabled, this feature allows users to indicate where and how much of a line item’s total cost is allocated. Showing this tab is configured on the associated cost…

Cost Allocation

Cost Estimates can be created at the assignment level in 2 ways thru:
Cost Estimate Wizard 
To create a new Cost Estimate via the Cost Estimate wizard: 

 

Select a…

Creating Cost Estimate at the Assignment Level

Cost Estimate can be included as a tab in the authorization process. 
Note, this feature will only appear if you add the “Cost Estimate” step in the Authorization Template used…

Creating Cost Estimate at the Authorization Level

To copy from an existing calculation, you can either:

Click  on the calculation screen.  
Click the . Select 'Copying an Existing Cost Estimate' and click 

After the copy screen appears,…

Copying an Existing Cost Estimate

Overview
Preference Name = CEWHOLENUM
Full Name - Enable some Cost Estimate duration variables to calculate using the rounded number methodology
This preference dictates which calculation methodology

Cost Estimate System Preference (CEWHOLENUM)

The Cost Estimates API is designed to access Cost Estimates documents through the Documents API. The Assignment Package configuration allowed pre-configuration of Cost Estimate reports, making them av

Cost Estimates API Automation Configuration

Cost Estimates

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.