Open Quotes Report
The Open Quotes report provides a report of all quotes that remain un-invoiced or un-expired. Quotes that have been accepted but un-invoiced are indicated in the reported.
Click on the green … symbol to select one or more items for the report. If 'All' (the default) is selected then the report is generated containing all appropriate items.
Save a report
Reports can be saved locally to your computer, or within the Liberty Accounts database.
If you are viewing a report in Adobe Acrobat you can save it by clicking on the save icon within the Adobe Acrobat reader application.
If you want to save the report within the Liberty Accounts database after the report has been generated and the pdf closed simply give the report a meaningful name by editing the suggested report name then click the SAVE button. Reports saved within Liberty Accounts can be viewed at a later.