In the previous 19.6 version i could locate a quote using the find transaction icon.
in the new online version i can do this for orders and invoices but not quotes.
I recieve now a lot of...
Hi Steven,
Just another quick update re trying to find quotes - as we have only just upgraded to the online version, we are still finding idiosyncrasies between Premium V19.10 to AccountRight on line version. We use the PC desktop version.
We run a seperate spreadsheet for Quote/Invoice numbers so that we can keep track of what numbers we are up to. If by accident another one of us uses a quote number that has already been issued and MYOB throws up that that number has already been used in the system, it then involves a search for which client that number has been assigned to. The only way a quote can be found is if you know the client and the client contact name or have the quote window open and search by quote number, which when you have an extremely large amount of quotes can take some time.
Even though a Quote is not a transaction, it WILL on many occasions become an order and not having the function to find quotes easily is time consuming and extremely frustrating.
I am sure that there are many more MYOB customers that would greatly appreciate the return of being able to find quotes from the find transaction window ASAP... we use it EVERY DAY!
Thanks
Doris
P.S... wish one could vote more than once to get things back :)