Google Calendar Save Invoice date
Hi @Dsalkeld It may be worth having a look at Zapier. QuickFile can be linked to Zapier to trigger events like these when an invoice is created. http://www.Zapier.com Let me know if you need help...
View ArticleGoogle Calendar Save Invoice date
Our own Google Calendar integration will allow you to add the "Due Date" not the "Issue Date". Zapier should however allow you to achieve this.
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How to account purchase invoices, if supplier has EU VAT number but not from...
Hi @stilldesign I've had a look around this topic to try and advise the best I can (I'm not an accountant). An invoice displaying an 'EU' VAT number is for a non-EU based business but is required to...
View ArticleVAT manual adjustment
I believe you have to journal it yourself as there's no simple rule for where it goes, it depends on the specific circumstance and the exact reason why you had to make an adjustment. If you can give...
View ArticlePDF Footer success with bad side effect
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View ArticleSales seem to be posting to Wrong account
I am running a P&L for Jan 2016 and getting a posting of £766.81 which is posting to General Sales on my P&L and Chart of Accounts. However there are no sales posted to General Sales &...
View ArticleSales seem to be posting to Wrong account
Update I found an option to View Nominal ledgers on the invoice and Although the invoice had posted £545.45 to Food & £222 to Drinks the nominal Ledger showed the sum £766 posted to General Sales....
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Sales seem to be posting to Wrong account
Hi @gary_c_coughlan The invoice defaults to General Sales for new lines. Did you use an inventory item? These can change the category itself. If you are able to supply an invoice number, I can have a...
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Problem editing Suppliers
A user has the following set of privileges: But when the user tries to edit supplier details from the Supplier Management screen, they get the following error message: This seems to imply the user...
View ArticleProblem editing Suppliers
Hi @marekkowalczyk I'm not able to replicate this on our test account. Have the privileges been edited while the user has been logged in? Have they tried logging out and back in again?
View ArticleVAT manual adjustment
hi @ian_roberts your example was pretty much exactly, it was my first return and was claiming vat back against purchases so thats where i journalled it thanks
View ArticleNew Mobile Friendly Invoice Design
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View ArticleCannot change unlock date
Hi there, I cannot change the lock date under the All Settings - it tells me there is a year end journal that i need to remove, but I cannot see a journal that I can remove? I get ;- We were unable to...
View ArticleCannot change unlock date
I've manually removed the lock for you. It looks like a residual lock was there from a previous set of year-end journals that have since been revoked.
View ArticleYear end journal unlocking
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View ArticleImporting invoices unit quantity multiple lines
Hi , I am swapping from a different platform that allows me to import invoices using csv I am able to import multiple lines to the same invoiceI am able to import quantity of an item per line and unit...
View ArticleDifference between balance on dashboard and debtors control account
The total due to us per the dashboard and the aged debtors report is different from the balance on the debtors control account. We eventually found that this is due to an overpayment by a client. Is...
View ArticleImporting invoices unit quantity multiple lines
Hi @helenbellamy We don't currently have the functionality to import multiple lines for a single invoice unfortunately. I'm not aware of any plans to introduce this. Generally features are driven by...
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Difference between balance on dashboard and debtors control account
Hi @roy There's a historical report on QuickFile that will highlight this for you: Here's an example from my test account: Pasted image699x186 9.85 KB Or alternatively, you can do an advanced search...
View ArticleLate entry for VAT invoice
So to confirm even if in this scenario I set the date rage on the QuickFile VAT return screen to APRIL to JUNE, it would still automatically include the VAT calculation from the invoice entered late...
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