Should 'Quotations' be visible in the navigation bar in Sage 50cloud Accounts?

Posted By Jon Rose over 2 years ago

We have Sage 50cloud Accounts v27.2, and 'Quotations' isn't visible in the navgation bar - is this right? I understand that there is a difference with how quotes can be converted in the Pro version of Sage - but any documentation I can find online seems to to indicate that quotations should at least be available as a function in the nav bar. What am I missing?

Parents

0 Jack I over 2 years ago

Check with whoever has the manager password to ensure it's enabled for your user.

Settings > User Management > Users

Edit the user

Under Level of Access, ensure Quotations is ticked

Click Finish
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 Jack I over 2 years ago

Check with whoever has the manager password to ensure it's enabled for your user.

Settings > User Management > Users

Edit the user

Under Level of Access, ensure Quotations is ticked

Click Finish
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

0 Jon Rose over 2 years ago in reply to Jack I

Thanks Jack. I hadn't thought of that, but I just checked; every single user has every option checked, including quotations, including the user who reported the issue.

It turns out though that my initial description was incorrect - the quotations option is showing for me in the nav bar, and also for the manager account - just not for this one affected user - although I've double-checked that quotations are enabled for her user account.

I'm going to get her to log in on a different machine and report back - might just be a local software issue.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Sage 50 Accounts

Should 'Quotations' be visible in the navigation bar in Sage 50cloud Accounts?

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING