Help please......cant delete credit
In the log a payment dialogue box it will always try to use the full credit to pay down any invoice, there isn't a way to only apply part of the credit. Entering a value into the amount box will also...
View ArticleInvoice notes and payment terms clear when selecting a client
Hi Since this morning Invoice notes and payment terms have disappeared from the invoices. Please advice. Thanks. Stephen
View ArticleAttach PDF for invoices - ticked by default
One of the problems we have is that we do not store client files locally on our servers, this means we need to pull the file down from our cloud storage provider, before attaching, this brings in a...
View ArticleClosing Down Affinity
Hi Thank you for that, however there is 54p owing and it wont allow me to top up with anything less that £15. considering we dont want to use this and had no warning that it was chargeable we just...
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Invoice notes and payment terms clear when selecting a client
This appeared to be happening when selecting the client, i.e. it would blank out the notes and terms. This has now been fixed. To quickly get back those notes and terms for any invoices where they...
View ArticleClosing Down Affinity
I think yesterday it worked as there was still a small credit left, now it's redirecting to the billing screen. I will send you a private message to confirm.
View ArticleGrant payment for R and D
We have received 2 Grant payments for R & D projects. How do we account for the grant payments ? Also would it be possible to have an R & D category to file the original R & D purchases...
View ArticleInvoice notes and payment terms clear when selecting a client
Thanks Glenn for such a quick response. All working now. Stephen
View ArticleAttach PDF for invoices - ticked by default
I actually like that solution. It would make life easier in my opinion, and would also save clogging up clients inboxes
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Stripe Integration - Importing Transactions
Glenn: https://zapier.com/zapbook/stripe/ I'd like to try that Zapier (or any other) integration with Stripe, please. Let me know what to do. Thank you!
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Our business name does not appear correctly on our client's account
I found your original post here: Affinity profile details Affinity Hi there, We have noticed that this is what shows on our clients team management page: ELPIS BUSINESS SOLUTIONS is also linked to...
View ArticleUnmatched items in Bank Account/VAT return
Untagged items won't have any affect on your VAT return. Once they are tagged, even if they relate to an earlier period they will be brought forward automatically into the next VAT return you submit....
View ArticleHow do I submit a ECSL online from QF?
Looking at that last return you submitted, there doesn't appear to be a figure for box 8: Total value of supplies to other EC states exc VAT I believe this is why the ECSL button is not visible.
View ArticleTotal invoiced on home page is different to general sales total on profit and...
hi,on my homepage, it shows my total invoiced and received for September, this amount in my profit and loss report is showing as almost £1000 less!? any ideas please? KR
View ArticleTotal invoiced on home page is different to general sales total on profit and...
Are you VAT registered? The figure on the dashboard will include VAT, but on the P&L it will show NET.
View ArticleTotal invoiced on home page is different to general sales total on profit and...
ah yes, we are VAT registered so that makes sense. How about the amounts on the P&L report for general sales? what effect will VAT have on that please?
View ArticleTo be able to email statements and invoice to different people
The statements will automatically be sent to the default contact for that client record. I'm afraid there's no option to select multiple recipients when automatically sending statements. You can...
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Total invoiced on home page is different to general sales total on profit and...
When a VAT invoice is raised it will make the following postings: Pasted image1004x123 31.6 KB As you can see £100 goes to General sales (a P&L code) and £20 goes to Sales Tax Control (A balance...
View ArticleNot sure how to record and pay expenses
Trying to figure out how to record and pay expenses. For example, I am using the simplified home office expense, which for me will be £26 a month. I've made a new purchase, (titling the supplier...
View ArticleNot sure how to record and pay expenses
That is correct - no money actually changes hands when you "pay" the home office expense from your proprietor drawings account, but it will reduce your taxable profit for the year, thus reducing the...
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