Show quotes or estimates that have NOT been converted to a bill.
Conversions are only recorded from v7.1.1
Create as export spreadsheet so the can export to csv
select BM."Ref_Number" "Transaction Num",
case when BM."Type" = 7 then 'Quote'
else 'Estimate' end "Bill Type",
CM."First_Name", CM."Last_Name", BM."Total", BM."Dis_Date" "Creation Date", BM."Cur_Staff" "Staff"
from "Bill_Main" BM
join "Client_Main" CM on CM."Ref_Number" = BM."Cln_Number"
where "Dis_Date" between :Datelo/*Created From*/ and :Datehi/*To*/
and BM."Type" in (7,8)
and "InBitValue" (512, "Bill_Prop") = 'N'
and BM."Acc_State" <> 59
