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Download line items fee list into csv or excel, not just pdf, pretty please
Want to undertake a line item fee comparison with other colleagues and need to be able to compare and elicit variances.
Created 25 May 13:45 by Guest
New Feature
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Great Minds Think Alike - This Exists Today
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View and export fee split
To see what fees you have quoted/won for each section of the proposal, eg payroll, bookkeeping. Year end, management accounts
Created 01 Mar 21:20 by Nicola Hageman
New Feature
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Great Minds Think Alike - This Exists Today
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Improved 'status' filter options
We feel that the ability to 'filter' by a multiple status of proposals would be a good idea. As an example, to be able to see all clients whose status is 'not' won instead of just being able to filter by one particular status.
Created 16 Mar 17:07 by Steve Pickering
New Feature
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Great Minds Think Alike - This Exists Today