Copy a quote in AccountRight
Hello, ahve been banging my head against a wall on this one for hours... I want to copy a quote I have just completed (client has specifically requested multiple versions of the quote). Rahter t...
Forum Discussion
Hi JMc2
AccountRight doesn't naturally have the ability to copy a sale. If that is required, the recommendation would be to use the recurring transaction feature as outlined on Changing the customer on a recorded invoice. If you did not want to use the recurring transaction in the future you would be looking at deleting it after that process - List>>Recurring Transactions>>Highlight the transaction and selecting Delete.
In saying that, the AccountRight browser interface actually does have the ability to duplicate a quote using the Save and duplicate option.
That is dissapointing, I find the workaround simply that, cumbersome and inefficient. Hopefully this feedback is constructive to you.
Being forced by MYOB to move from account edge for Mac that has had this feature for years it's a joke that account right can't copy a quote.... Thought I'd try your suggest of the browser interface but I'm told the quote is read only because it contains unsupported features and switch to account right desktop!
What a joke!
