• Pre-Populated Item Descriptions for Sales Quotes

    Hello, I want to create specific line item description that are used on a standard quote for customers. Is there a way to create these item description line items, so I do not need to type them out over and over? I don't want to create it as a inventory…
  • Projects - Intelligence Reporting

    I want to be able to print a report of all the projects that have outstanding balance - basically an A/R report for projects. Is this something that can be done with the Intelligence Reporting software?