Open Quotes report: options and information

Items marked with an asterisk (*) are available in Microsoft Office Accounting Professional 2009 only.

The Open Quotes report displays information about all sales quotes in your company with a status of open or expired. You can use this report to quickly view sales quotes that you need to follow up or convert to sales.

Note: Double-click a quote in the list to open the Quote (Open) form and view details about the quote.

Open the report

  • On the Reports menu, point to Customers and Receivables, and then click Open Quotes.

Report content

The report includes the customer name, date of the quote, quote number, customer phone contact, sales person, quote expiration date, delivery date, and total price. You can modify the report to include other information, such as a reference number and customer contact name. To change column options, do the following:

  • On the toolbar, click Modify Report, and then in the Modify Report pane, select or clear the appropriate Columns options.

*Foreign currency

When Microsoft Office Accounting 2009 is set to use foreign currency, this report displays the transaction amounts in the account currencies. In addition, the report changes to include columns that show the three-letter code for the account currencies, the exchange rate between the account currencies and U.S. dollars (USD), the transaction amounts in USD, and the account balances in USD.

Related topics

Working with reports

Filter reports

Use foreign currency

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