Client area customisations don’t save (Edge)
Correct x 2 - updating that section and seeing that page. It is from the "Click here to see a preview of your client area" that I am seeing he colours have not changed.
View ArticleClient area customisations don’t save (Edge)
I've escalated this to an engineer so we can see what's going on. I should have a response for you in the next hour or so.
View ArticleClient area customisations don’t save (Edge)
@EnglishTruffles would you kindly retry now? We identified a specific issue that would have caused a problem. It should however work as intended now.
View ArticleSearching for client by address
Is it possible to search for a clients address in any way? I need to find a previous quote but only have the clients street name as reference. Help is much appreciated!
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Searching for client by address
Hi @leoneacme I'm afraid searching by address isn't possible. You can search by name and email address if these have been recorded for the client. Just click 'Advanced Search' and use the options that...
View ArticleChanging the tag name
Hello,I have searched for this, although cannot find an answer. Can a tag name be changed once implemented? Also, looking for suggestions on what to call them - was thinking of calling the tag the...
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Changing the tag name
Hi @simonp It's not possible to change the tag name I'm afraid, but you can bulk un-tag and re-tag should you decide to do so. In terms of names - it's entirely up to you. Some companies so by client...
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Changing the tag name
hi there,many thanks for prompt reply. thats ok, i am still getting my head around everything so will delete the tags and re-do.
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Changing the tag name
No problem at all! You may find this button useful if you're deleting tags and re-doing them
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Changing the tag name
great thanks! Just a thought, but if i call tags using my customers names it will amalgamate all the invoices and purchases for them so whilst that would be useful for seeing how profitable each...
View ArticleChanging the tag name
Each tag is treated an individual groups. So all sales and purchase invoices with the tag tag-001 for example, will show the profit and loss and cashflow for that particular tag. If a few invoices...
View ArticleEbay/Paypal purchases
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View ArticleClient area customisations don’t save (Edge)
All working as expected now. Thanks for the quick response / fix.
View ArticleAdding an additional company to an account already set up
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View ArticleBank Tagging - Manually tag vs confirm
Can those two 2 buttons be added to the popup, instead of only being able to modify the rule from the pop up? They would be a great help when the odd auto tag picks up a transaction that contains a...
View ArticleHow do I correct Currency Gain/Loss?
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View ArticleChanging the tag name
I have to say the project tags are a brilliant feature of quickfile. I use them to track profitability of particular client contacts or sales commissions (by tagging sales by person) and even to...
View ArticleAuto import of invoices - pdfs
Hi, We've been auto-importing an invoice from a supplier also using Quickfile, but today I've noticed that as a result I don't have a copy of the sales invoice on file. This is obviously a major...
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