A new Multi-Year Spreadsheet report displays year-over-year comparisons in columns. Historical Reports - Start building seven years of Profit and Loss reports and Balance Sheets. Purge Quotes - Purge quotes and lead records that didn't convert to sales and are no longer needed. The memo field is updated on each transaction. Transaction journals and recaps will show the transaction as void. Void Check - Void any kind of check and mark it as reconciled. Along the way we've tweaked the fonts and layout of many other windows.Ĭreate Copy - Create a template based on an existing sale or quote with the details from the original by choosing "Create Copy." They are resizable and much easier to read. New Look And Feel - We've updated the look of the Sales window to streamline our most important data entry screens. New reports show how long it took to convert leads and more. Convert leads to customers and track their status as well as the source of the lead. Lead Tracking -You can create and track leads. Get Paid Online - Web Pay lets you email invoices and statements containing a payment link, allowing customers to pay you online.
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