Quotes/Estimates to Jobs/Projects

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

We’ve found out that a number of our users create projects (or ‘Jobs’ or whatever you have renamed them to) once one of their customers have given the go-ahead on a quote (or ‘estimate’ or whatever you may have renamed them to).

To make this a lot easier we’ve added a new feature. When you are viewing a quote that isn’t assigned to a project, a link will show up next to the project selection box saying ‘add new’. If you click this link then you’ll be able to create a new project and the details from the quote (customer, value, reference, etc) will automatically be entered into the appropriate boxes.

Once the project is created the quote will be assigned to it.

If you haven’t already activated projects, then you can do so by going to Settings -> Project Options. Quotes are enabled in Settings -> Quote Options.

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