Forum Discussion

esaumellie's avatar
esaumellie
Experienced User
7 months ago

AUTO DELETE QUOTES AFTER CONVERTED TO INVOICE

Good day,   I know this feature is currently not available under AccountRight but just checking when will this option be automated?   Deletion of Quotes Already Converted to Invoices.   Appreci...
esau.mellie@gmail.com
joanduigu@gmail.com
  • esaumellie's avatar
    esaumellie
    7 months ago

    Thank you very much for the response. I have checked Delete quotes options. 

    Will have this option enabled until June 2024.

    The reason being ; we have a lot of historical invoices posting ongoing and would like our sales team to auto clear all converted invoices. We are almost up to date now.

     

    Thanks again.

esaumellie's avatar
esaumellie
Experienced User

Noted. Will confirm current settings.

esaumellie's avatar
esaumellie
Experienced User
7 months ago

Thank you very much for the response. I have checked Delete quotes options. 

Will have this option enabled until June 2024.

The reason being ; we have a lot of historical invoices posting ongoing and would like our sales team to auto clear all converted invoices. We are almost up to date now.

 

Thanks again.

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    7 months ago

    Hi esaumellie,

     

    We're glad that everything is back on track and your issue is now resolved.

     

    gavin12345, thank you so much for the assistance you have given. We really appreciate it!

     

    Feel free to post again anytime if you require further assistance. 

     

    Best regards,

    Doreen

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