I appreciate you joining in the thread, @how to find company id.
When viewing the list of open estimates, you can run the Estimates and Progress Invoicing Summary by Customer or Estimates by Customer report.
The Estimate will show as Pending if it's not yet linked to an invoice. For the Estimates by Customer report, you may filter it to the following:
- Pending
- Accepted
- Pending or Accepted
- Closed
- Rejected
- Not Rejected
Here's how to run the Estimates by Customer report:
- Go to Reports.
- Enter Estimates by Customer on the search field.
- Click the Customize tab.
- Go to the Filter option and check the Transaction Type.
- Choose Estimate on the drop-down.
- Check the Estimate Status and choose Pending.
- Click the Run report tab when done.
Additionally, the Dashboard only displays the status of your income and expenses. We don't have the option to customize it and show a visual representation of estimates. You can refer to this link for more info: An introduction to the home dashboard.
Post in the Community again if you have any questions. I’m more than happy to help. Have a pleasant day ahead!
