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  1. Apply Supplier rules to Line Items

    33 votes

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    0 comments  ·  Prepare » Line Items  ·  Admin →
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  2. Option to add types to the "Document Type field"

    14 votes

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    5 comments  ·  Prepare » Extraction  ·  Admin →
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    Ty Chapman commented  · 

    Under type have a Quote and/or bid/estimate/proposal option. I currently use the "Other" label but it is limited because I can't put a Quote number. Extra credit would be being able to tie invoices to the quote. Then if I could publish the quote to quickbooks, and then publish the attached invoice so that i could pay the invoice and see how much is left on the proposal, that would be next level.

    Ty Chapman supported this idea  ·