fbpx

Quotes Summary on Overview Page

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

You can set up categories for Quotes/Estimates.

A number of customers have said it’d be useful to see on the Overview page the number/value of quotes for each Category.

Just go to Settings -> Display Options and from there you can choose to add this to the overview page and choose which categories should be included.

See how KashFlow works with your business and your books