A basic business process that I think MYOB Essentials should implement functionality for:
When a customer approves a quote, we move it to an 'accepted' status. Upon completion of the work, we generate an invoice from the accepted quote, but the quote remains as 'accepted' and does not clearly indicate if an invoice has been sent or not without going into each individual accepted quote and reviewing the activity.
It would be helpful to be able to filter or produce a report showing: of the accepted quotes which ones have been invoiced and which ones haven't. This could be a simple invoiced column with a tick or cross from the quotes page.
Can you give me any tips on how to clean up the 'accepted' quotes? Ie is there a way to have these automatically close when you generate an invoice from them?