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Quote reports that can be run for quotes not converted to invoices - ie outstanding quote

We have now started to use Kashflow quotes. there aren't any reports that can be run for quotes not converted to invoices - ie outstanding quotes. Also unable to search on an actual quote reference number - if someone quotes their quote reference number we cannot search on that only on the name. If we have hundreds of quotes we potentially will have to trawl through them
  • Sharon Sargent
  • Jan 10 2017
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  • Dave Thomas commented
    April 26, 2017 11:30

    I have also started using quotes and am disappointed to find no reports available for this page. A monthly income report on orders generated is an extremely important function of our business so we can predict what income is due in as alot of our orders are raised early on and dont get generated to invoices to months later. We need to know how much income is potentially coming into the business as well as identifying whether we need to generate more customer interest. Pleas can someone give me a timescale on when this might actually happen