Report for all outstanding/complete quotations
Question asked by Tracey Khan 8 years ago
Is there anyway of running a report for all outstanding/complete quotations? Ie. any quotations that haven't been invoiced?
Question asked by Tracey Khan 8 years ago
Is there anyway of running a report for all outstanding/complete quotations? Ie. any quotations that haven't been invoiced?
Hi Tracey, the way the screens are set up, the "Complete" filter shows the quotes where you are still awaiting acceptance from the customer (and the colour of the email icon will show the ones you have or have not sent to the customer) and the "Accepted" filter shows the accepted quotes, yet to be invoiced.
So, it's just those two screens you need to look at. There's no report option I know but the idea is that you can give individual access to look at the pages for themselves.