Overview

The Reference Data page is where reference data records—additional entity information that is used in calculations, building schedules, and issuing orders—are defined and managed.

Reference Data Page Documentation

• About Reference Data
• Fees and Tech Rates Tab
• Taxes Tab
• Commissions Tab
• Exchange Rate Tab
• Terms & Conditions Tab
• Media Tab
• Cost Categories Tab
• Create a Reference Data Record
• Manage Reference Data Records

Access the Reference Data Page

Access the Reference Data page from the top navigation bar under Admin, or from the home page under the Admin section.