Creating to new forms aside from the available template provided

Hi I just recently purchase the software and while I'm configuring the set up. I just realize that I need to set of form for our department and operations when it come to the quotation one for the Design and Consultancy projects and on for the Fabrication cost. we have a different terms and format of quote.

Is there an option to create 2 different types of quotation form?

thanks and regards,

Alex

Posted by Alex on Oct 26, 2014 2:31 PM GMT

Hi Alex,

Sorry no, Solar Accounts only allows one template per business file. A workaround is to create a second dummy data file which you only use to create quotes in the second format.

Regards

Posted by Mark McLaren (Solar Accounts) on Oct 27, 2014 11:52 AM GMT