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SDHUser's avatar
SDHUser
User
5 months ago

Amending and Adding/Moving Lines in Quotes

When I enter a quote, quite often I need to add lines in to the quote or move lines up in the order.  How do I do this?  It can be easily done to the invoices, but I can't work it out on the quotes.  I am having to print and retype a lot of them.  Is there some way I haven't been able to work out where you can drag and drop lines, or insert lines (apart from at the end of the quote to the bottom)? The only option I get on the right hand side of each line is an X to delete the row.

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  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    5 months ago

    Hi, SDHUser

     

    Thanks for your post, and welcome to the MYOB Community Forum.

     

    Kindly send us a screenshot of the window where you are trying to add lines and receive the X button on each row. This will help us assist you further on your concern. Make sure to remove any sensitive information before posting in the Forum.

     

    Best regards,

    Doreen

      • Doreen_P's avatar
        Doreen_P
        MYOB Moderator
        5 months ago

        Hi, SDHUser

         

        Thank you for providing the requested screenshot.

         

        As per checking, adding lines between lines when creating a quote is not yet available. We know how beneficial this feature would be to make your workload lighter. With that, we encourage you to please take a moment to post on the AccountRight Ideas Exchange board  for consideration.

         

        Should you need assistance with other concerns, please feel free to create a post again.

         

        Best regards,

        Doreen