Navigate to Costs
Note that only a finance manager is able to access Finance, this permission is given by a company admin.
Select Finance from the main navigation.
Select Costs on Finance tab.
Create a Recurring cost
Recurring costs are purchase costs that a frequently used on a project against the same supplier. Creating a Cost will save time keep the details consistent on the proposal rather than adding the details manually.
Select + Create cost.
Add the details for the new cost item.
This cost can now be selected on the proposal when the cost supplier is selected.
