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Status New
Product IRIS KashFlow
Categories Invoicing & Quotes
Created by L Smith
Created on Oct 27, 2020

Report showing Estimates (quotes) by category

When creating estimates, I can categorise them as I choose. However, I would also like to generate a report that shows estimates as I have categorised them. In my case this would be: new project estimate / agreed or in progress / completed pending invoice / completed and invoiced / declined. Others might choose to categorise by department or work type.

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