Bank Tagging (click to pay) link
Hi, Yes. I click the tag me button. and then a pop-up window comes up where it matches payments to invoices raised (where the amounts and date range match). I try and click "Click to pay" but it...
View ArticleBarclays statements not downloaded since 24th Feb
@carolinehagen everything seems to be coming through fine since the update. If you check your bank management screen, 2 of your 3 feeds were switched off. It looks like there were a number of...
View ArticleSyncing from DropBox
I've sent you a private message with an email you can send the screenshot to.
View ArticleBank Tagging - Manually tag vs confirm
I've have a similar problem (for quite a while now), no "Manual tag" or "confirm" buttons just this message when I click on the orange Confirm button of imported bank transactions. Link for screenshot...
View ArticleBarclays statements not downloaded since 24th Feb
All working again now. fantastic. thank you so much
View ArticleBank Tagging (click to pay) link
Hi @Richard2 Are you able to supply me with an account number and invoice number please, and I'll take a quick look for you?
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Bank Tagging - Manually tag vs confirm
It shows that you have Auto Tagging enabled, in which case the system will automatically tag it for you based on your rule. If you want to confirm manually (see below) you'd need to switch off...
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Lloyds Bank Feed Error - Account not found
We've now updated the feed to support the new Lloyds website design. If you're not on the new design you can log into your Lloyds account and force it to upgrade from the account overview screen.....
View ArticleHow can I do a negative invoice
Hi I want to send a Client a negative invoice. I'm not talking about a credit, that doesn't act the way I want it to. Essentially I want to see a negative in my outstanding invoice list - until I pay...
View ArticleHow can I do a negative invoice
Hi @graemepirie A negative invoice isn't possible I'm afraid, as that would be a credit. Are you able to explain your situation please, and perhaps someone could point you in the right direction?
View ArticleBank Tagging (click to pay) link
The "click to pay" link triggers a popup confirmation, and on some browsers JavaScript popups include a little checkbox saying "prevent this page from creating additional dialogs". If you have...
View ArticleBank Tagging (click to pay) link
I think @ian_roberts explanation is the most likely! We are also slowly replacing these native browser alerts with integrated alternatives to get around this problem. I'll recommend this particular...
View ArticleHow can I do a negative invoice
I invoice customers monthly for services, because these services are supplied both ways my invoice is: (service provided by me less service provided by them) - sometimes I owe them money The way...
View ArticleClient area customisations don’t save (Edge)
Hi, New user getting things set up / finding my way around before getting serious for the new FY. Great product. Read lots of reviews / lists of functionality and here I am. Using the MS Edge browser...
View ArticleBank Tagging (click to pay) link
@ian_roberts and Glenn. Thanks so much. That has fixed the issue.
View ArticleClient area customisations don’t save (Edge)
It could be a caching issue? When you preview the client area, try pressing CTRL + F5, this will force a hard refresh. Does that work?
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How can I do a negative invoice
Hi @graemepirie If they are both your supplier and client, the best approach here may be contra-invoicing - they invoice you, you invoice them and pay the net value. This is a common approach and has...
View ArticleClient area customisations don’t save (Edge)
Hi Glenn, Had tried that. Have just tried again, still default colours sadly. Thanks.
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Client area customisations don’t save (Edge)
Hi @EnglishTruffles Just to confirm, is it this section you are updating? Pasted image739x273 25 KB And are you seeing this page?
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