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How can we improve the financials?

← Financials

Have Classic Reports for Estimates route you the NSE Layout not the Legacy Layout

Customer would like to be able to use the reports to route to the NSE Estimate instead of routing to the Legacy Estimate when clicking the link provided in the reports.

Currently links in Estimate Reports takes you to the Legacy layout for the estimate and if you choose to edit it takes you to edit in the legacy settings. It would be helpful to route to the NSE settings for consistency in the settings.

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chris shared this idea  ·   ·  Report…  ·  Admin →
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Financials: Estimates & Invoices

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