Is it possible to output a report of all the quotes that have been raised please? I could do with a CSV file where I can scan through quickly to see the types of quotes issued across all clients.
Perhaps it's as simple as adding an option for Quotes on the 'Audit Trail' report, although I suspect there will be some behind-the-scenes complications!
Jan 10, 2017
This is a good idea, you are quite right that there is no current option to see this information aside from a widget on the dashboard.
We will take a look at this in our next development run and see if implementation is feasible. In the meantime, lets see if we can get plenty of votes for the feature to move it up the list.
KashFlow Product Team