Attach PDF for invoices - ticked by default
OK we shall rethink this. Making so many options configurable does present it's own challenges but I think it's probably best in this case to revert this change for now until we have more time to...
View ArticleDutch Language File
Thank you, the translations are now available to use on the system.
View ArticleDiscrepancy with bank account and balance sheet
We have an issue with one of our bank accounts. Basically the value in our dashboard for this account is zero, yet it shows a debit value in the balance sheet. I am confident that we are looking at...
View ArticleClosing Down Affinity
Hi How do you close down an affinity accounts. We no longer need it and want to close it?
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Discrepancy with bank account and balance sheet
Is this a foreign currency bank account? It's possible for the foreign currency balance (in the dashboard) to show zero but for the GBP balance (on the balance sheet) to show a value. This value...
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Closing Down Affinity
Please first log into your account and detach the profiles, under the options menu. Once you've done this send me a private message here with your Affinity account number and I will close the account...
View ArticleHelp with bank tagging!
We recently purchased an item from a supplier which they charged us for. They then refunded part of the money as they sent us a different model of the product. I updated the purchase on our accounts...
View ArticleHelp with bank tagging!
Tag the original payment to the original invoice (or create an invoice as part of the tagging process), and delete the untagged refund payment from your bank account entirely. Now go to the purchase...
View ArticleCustomising Letter Templates
Hi I have a few questions regarding "My Letters" feature: Is it possible to create and save templates? Can a logo be moved from right side to the left side? Can the footer be modified (its size and...
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Customising Letter Templates
The letter tool unfortunately doesn't have the full editing capabilities available for invoices/estimates. Although there is an active feature request to add CSS editing capabilities in the Advanced...
View ArticleAffinity and Power User subscription
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Customising Letter Templates
You can't store templated letters as such, you could however just create a base letter and every time you want to reference this just hit the copy button. Pasted image845x73 8.15 KB
View ArticleAttach PDF for invoices - ticked by default
Hi - I'm a recent recruit to Quickfile and so far am loving it. Really easy to use and configure interface and without any bloatware features or missing functionality (that I can see so far). I sent...
View ArticleHelp please......cant delete credit
I had a client who already had a credit balance on their account. I just issued another credit for £190. I was asked to use the £190 credit to pay off an invoice of £490.00 which would have left...
View ArticleNot highlighting overdue invoices
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View ArticleAttach PDF for invoices - ticked by default
We have resisted going down the route of file attachments, largely due to the technical feasibility. Unlike quite a few other accounting applications we also developed a client control panel, allowing...
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Attach PDF for invoices - ticked by default
sure thing - am aware of this - the subtle difference between email and a client control panel is between push and pull behaviours. I don't trust my clients - usually agents - to really be responsive...
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