Available in Sage 50 Premium Accounting and higher.

Proposal Report

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Filter a report, form, or financial statement

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Perform other accounts receivable tasks

Read the report selection overview

The Proposal Report lists all open, accepted proposals, showing the proposal amount, previously billed amount, and amount remaining to be billed. 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 proposal number, complete by date, item ID, 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.
  • Shorten description: Select this to shorten the description to fit within the report column.