Settings and activity
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197 votes
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An error occurred while saving the comment An error occurred while saving the comment 
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..
An error occurred while saving the comment 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
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21 votes
For filter by action - would you be after similar to the idea here where you could filter by the date a change was made?
An error occurred while saving the comment 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....
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