Available in Sage 50 Premium Accounting and higher.

Proposal Register (Report)

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Read the report selection overview

The Proposal Register report lists proposals and their status (open or closed). Use this list to keep track of your proposals and the extent to which they have been billed.

Options

Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

  • Date: You have the choice of All, Range, Today, This Period, This Quarter, This Year, This Week-do-Date, This Month-to-Date, This Period-to-Date, This Quarter-to-Date, and This Year-to-Date. If you select Range, you can enter a beginning and ending date.
  • Sort by: You can sort by date, complete-by date, or customer ID.
  • Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me more about the types of filter options.