Branch Financial Settings - Footer Text

The Branch Financial settings screen includes several sections where you can customise different aspects of your Financial configuration.

To access your Branch Financial settings (with the appropriate permissions):

1. Click on your profile icon – the teal circle with your initials located at the top right of the page.

2. From the dropdown menu, scroll down and select Branch Settings | Financial settings

3. This will open the Branch Financial settings screen, which has three separate Sub Tabs

This article will focus on Footer Text 

If you are looking for Financial Defaults check out the article here.

if you are looking for Terms and Conditions check out the article here.

Footer Text

The Footer Text setting allows you to enter custom text that will appear at the bottom of your Preliminary Budget, Estimate, Variation, and Quote documents.

The Estimate, Variation, and Quote footers are all connected to the Estimates page, where you can choose to generate your proposal as:

• an Estimate

• a Quote

• or a Variation (once an estimate has been accepted)

How to Use Footer Text

These fields can be used to add:

• Disclaimers

• Important notes

• Additional information for your clients

This ensures clients see key information at the end of every document, helping to clarify expectations and reduce misunderstandings.

To Add/Edit one of your footer options.

1. Choose which footer you wish to add/edit
2. Type in the text and add any formatting,
3. Press Save

Note: You cannot add images to the footer text.

Example of Footer Text on a Preliminary Budget Export