Back in the days of using Plus19, we could use the "Find Transaction" window to search for a quote. A quote's details wouldn't display in the list, but the quote would be accessible by using the arrow beside the number to get into it. Now using AccountRight Plus this option is not available, ie: if it's not a sale we can't find it. This is something that we used a lot as we use "Memo" in quotes/invoices for job information and could always search for some of these details if we did not know a quote/invoice number or a customer name. The search feature by sorting under each heading in the Sales Register is quite good but we really need to be able to seach by "Memo". Eg: Plus19 was was great in that for one job we regularly have 4 invoices to the builder but then can have another couple of quotes or invoices for the same "memo" (for which we use the job address) so we could easily scroll through a list of jobs when we searched by "memo" whereas order numbers are different for builders and private customers so there is no other way of viewing invoices & quotes for one job address now. ust one of the ways we regularly made use of this function was before we close a job and archive plans etc, we always check that the standard 4 sales to the builder have been completed and check to see if all sales to the client have been completed. Since we can no longer view quotes in this window it is a very lengthy process searching through the Sales Register to check that a job is complete. We "always" use the job address in the "Memo" section and search by this as there are a minimum 4 different order numbers for one job & usually at least two others to the client. No, we will not assign a new job number to every job address as tracking those that relate to nothing else would be an even more time consuming pain in the butt than having to print and manipulate reports to check this for every job. It is not as simple as just assuming each job address will have 6 invoices either as this is not the case.
visited http://community.myob.com/t5/AccountRight-Idea-Exchange/Find-transactions-quotes/idi-p/133572 and voted :)
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