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KashFlow Ideas

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Status Already exists
Product IRIS KashFlow
Categories Reports
Created by Guest
Created on Apr 26, 2017

Monthly income reports for Quotes

I would like to see a report available for Quotes before they get generated to invoices so my business can track monthly income on potential orders as alot of my orders dont get turned into invoices til much later on.It's important to keep track of my incomings so that we can continue to function at a profitable level. It would also help us to see if we need to increase customer interest. Also I would like to keep a footprint of the quote raised so I can find it at a later date. At the moment it disappears once its been converted to an invoice.

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    • Guest
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      Sep 12, 2017

      It doesn't help at all.  There needs to be an export to excel function.  

    • Natasha Chryssafi
      Reply
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      May 4, 2017

      Hi Dave

      There's a Quote List report in General Reports which shows you the quotes you have open.  I hope that's helped!

      Thanks

      Natasha

    • +1