Categories for Quotes

Another improvement to our accounting software based on feedback from our customers:

You can now create categories for your quotes, and assign a relevant icon to that category.

So you might want a category called “Declined” with a red flag or a cross, and then other categories for “Pending” or “Accepted”. It’s very flexible – you can have as many categories as you like.

To start creating your categories just log into your account and click the “Quotes” tab (or whatever you may have renamed it to) and then click the “Categories” button at the top of the page.

See how IRIS KashFlow works with your business and your books