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  1. Quotes - Import/Export ability

    164 votes

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    submitted  ·  76 comments  ·  For small businesses » Business features  ·  Admin →
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    Louw van Wyk commented  · 

    Click on Accounting/Reports
    Scroll down to Payables and Receivables and select the Receivable Invoice Detail report
    On the left hand side of the screen there is a menu or it may be hidden in which case click on >
    The report "All Quotes Detail" is listed further down.
    The report should appear and you can now select your date range. Then set the "Group by" to "Contact" and Update.
    This should list all your quotes by Customer. Then export to csv.
    Hope this helps.

    Credit to Valerie

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    Louw van Wyk commented  · 

    Click on Accounting/Reports
    Scroll down to Payables and Receivables and select the Receivable Invoice Detail report
    On the left hand side of the screen there is a menu or it may be hidden in which case click on >
    The report "All Quotes Detail" is listed further down.
    The report should appear and you can now select your date range. Then set the "Group by" to "Contact" and Update.
    This should list all your quotes by Customer. Then export to csv.
    Hope this helps.

    Credit to Valerie

    An error occurred while saving the comment
    Louw van Wyk commented  · 

    Works like a bomb thank you

    Why it gets hidden here - no one knows?.... - is it really an account receivable if it is only a quote.....? and yeah I understand cash flow possibility and projections..

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    Louw van Wyk commented  · 

    @ Valerie Hague

    It is possible to run a Receivable Invoice Detail report, click on the "minimise" to reveal the left hand side menu and there is an "All Quotes Detail" report. This can then be sorted by Contact and exported to Excel.
    Still need the import facility though.

    Please elaborate. I cannot do what you are explaining....?

    Louw van Wyk supported this idea  · 

  2. History and Notes - Filter by action

    15 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Louw van Wyk commented  · 

    I need to see which of my sales people did what? In other words a simple extract by username and ID who created what quote, when, date, price, product, discount etc.... Why is this something I have to ask for - surely a very basic report writer can do such a report in 10 minutes....