Custom reports from quotes:

You must add the feature of generating custom reports from quotes by client, or custom date range. It must show tax amounts. I use quotes to generate my sales tax at the end of a quarter because they are easier to update in real time during the procurement process. And since you can’t merge quotes for creating invoices, I have to create invoices manually from the quote totals and its too much trouble to separate out the taxes on an invoice you generate manually. WAY too much trouble.

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

πŸ’‘ Feature Requests

Date

8 months ago

Author

Liz Zielke

Subscribe to post

Get notified by email when there are changes.