They have been imported through CSV. This is the tagging process.
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Why are descriptions mandatory when tagging a transaction?
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Integration Request: Add support for Capital On Tap
Really? What the?
Is that safe?
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PayPal Feed Not Marking Off Paid Invoices
Hi,
The invoice is generated in QF. It’s a recurring invoice. Payment was made in QF through PayPal. As I say, in our other QF account, when this happens the invoice is marked as paid.
Is anyone able to take a look for me please?
Kind regards
James
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Need to add several emails for a supplier
Hi
New to Quickfile.
How do you add multiple emails to a supplier. I am sending purchase orders but they need to go to 3 people at the supplier. There is only room for one contact when you edit the supplier. Please help anyone?
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UX Feedback: Make it possible to customise tagging rules whilst tagging an item
Take the following as an example:
NONREF , NWBDM2I47620528 , JAIMIRO GUISSEPP , E MARTHA , INWARD STG PYMT
The system offered to create a rule that contains “NONREF , NWBDM” which is of no use. What I really need is to make arule based on “JAIMIRO GUISSEPP”, but the only way I can do this is in the main bank tagging section which adds several steps and page loads.
Simply converting the “NONREF , NWBDM” into something which can be edited inline would eliminate all of those steps and page loads.
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PayPal Feed Not Marking Off Paid Invoices
Hi @favdes
If you view the invoice, do you see a PayPal payment reference in the event log at the bottom?
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Recurring Invoice Template: Name & address change not copied from Client Profile
This topic was automatically closed after 7 days. New replies are no longer allowed.
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MTD VAT Rolled Back
I have rolled back the VAT Return for period 1 March - 31 May 2019 in order to make a correction. The software does not allow me to create a new VAT Return for the same period. What are the steps to fix this issue? Thank you!
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Why are descriptions mandatory when tagging a transaction?
Apologies, maybe I’m getting confused here.
Was it clients or invoices you imported? If you’re importing invoices, you don’t need to enter a description when tagging the payment
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Integration Request: Add support for Capital On Tap
Hi @fambi
This is common practice. Until more banks offer a more open API (which is slowly becoming the case, but the emphasis is on the word slowly), this is the only way to automate it.
You may wish to take a look at this in regards to Yodlee: Yodlee Security
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MTD VAT Rolled Back
Hi,
I will remove your account Name & Number from public view.
If the return has been submitted to HMRC then rolling back will just do this within Quickfile - if you need to ‘undo’ your return you will need to contact HMRC.
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Need to add several emails for a supplier
Hi @taff,
Unfortunately it is not possible to set up multiple emails. You can add the additional email addresses within the notes section at the bottom of the supplier screen.
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Why are descriptions mandatory when tagging a transaction?
I imported bank statements.
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PayPal Feed Not Marking Off Paid Invoices
I can’t see it however if I go to the bank feed and click on the line item for the payment, I see:
"This payment was made by ‘Client Name’ and has been allocated to invoice ‘Invoice Number’.
As I say, the payment has been allocated to the invoice but the invoice has not been marked as ‘paid’.
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PayPal Feed Not Marking Off Paid Invoices
Let me send you a private message.
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Need to add several emails for a supplier
This feature request might want your vote.
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How do I partially pay an invoice with a credit note balance
Hi, please can someone to tell me how I can partially pay an invoice with a credit balance, in the invoice screen it gives me 2 options 1) pay the whole invoice balance with credit balance or partially pay pay the invoice with a bank transfer/card payment etc.
I want to partially pay the invoice with a small part of the credit balance.
So example the client has £300 credit, the invoice in question is £200 and I only want to allocate £100 of the credit balance to said invoice.
Appreciate any help.
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How do I partially pay an invoice with a credit note balance
Hi @charlotte,
Unfortunately you can’t part pay an invoice if the credit balance is larger than that invoice.
A work around would be to log a ‘dummy’ payment against the invoice and then you’ll be able to pay off the remainder using the credit balance. You’ll then be able to untag and delete the ‘dummy’ payment afterwards.
Hope this helps.
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How do I partially pay an invoice with a credit note balance
Thank you, is there a way to delete/change a credit balance
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How do I partially pay an invoice with a credit note balance
The only way to reduce a credit balance is to ‘spend’ it.
You can do this by either allocating to an invoice or refunding the money?
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