New: Immediately see Linked Quotes, Jobs, PO’s, Delivery Notes & Invoices


On each screen (in the pipeline view), there are now icons on each item to represent linked documents. For example, on a job, you will see a ‘Q’ icon to represent the linked quote, a ‘P’ icon for any linked purchase orders and an ‘I’ icon for any linked invoices. If there are no icons, then these documents haven’t been created or linked!

Hover over the icon to see the linked document number(s). Click on a document number to open it.

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