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Purchase Payment is Currently Unallocated

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Cashflow report

I also feel that the Quickfile software is missing a standard Cashflow report, most of the charged for accounting packages include some level of cashflow reporting. A simple report meeting current...

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EU VAT supplyof goods v supply of services issue

Could you tell me if there is any progress in relation to the known issue within Quickfile about VAT reporting where the system cannot automatically deal with supply of services from EU countries.

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Auto import of invoices - pdfs

I agree that this functionality needs to be added also.

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Current Account Notes Missing

Hi Glen, I've just checked my lastest back up and the notes are missing from all the current account transations since 06/02/15 which means I can't see which invoices were paid. Am I missing something?

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Add payment details to a client statement

Hi, I'm trying to use the advanced customisation tools and css to add text that gives details of payment details. I guess this should be easy but css is new to me and I can't see the template to...

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Current Account Notes Missing

In short, this was a turned off as it was a performance issue. As mentioned here; How to export tags and bank names As I mentioned above @Glenn, the notes column used to show the tagged reference but...

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Add payment details to a client statement

Hi @clarkshaws Do you mean a column next to each payment? It isn't possible at the moment. Generally, you can only move things and change the way they look using CSS. As the column for payment method...

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Auto import of invoices - pdfs

Hi both, Please bear with me, and I'll see if I can find out if there was any progress on this. However, we may not come back to you until Monday.

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EU VAT supplyof goods v supply of services issue

Hi @marksenior There's no progress at the moment, but I'll check with my colleague to see if this is something down to be looked into. Please bear with us, and either myself or a colleague will come...

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Invoice sub line item

I achieve this sort of thing with comment lines, in a fashion.

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EU VAT supplyof goods v supply of services issue

You could simplify things by using a "project" tag on the invoices that will need adjusting, to at least give you one report summarising the values you need to adjust.

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Add free text box to statement footer

Hi, I was looking to have a free text box at the end of a client statement which I can populate with my bank account details so they can pay me! From a commercial view point we have to make it easy...

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Add free text box to statement footer

It is possible to insert extra content before or after an existing element using a CSS3 selector but that would only affect the HTML view in the client area, not generated PDFs as the PDF library...

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Create estimate with one off charges and recurring charges

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Add free text box to statement footer

Hi @clarkshaws @ian_Roberts is correct about the CSS3 and the PDF generator. I've converted your thread to a feature request and revised the title. If there's enough interest from the community, we'll...

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Attach PDFs for supplier to client linked invoices

When a supplier to client link is established and the supplier sends an invoice, QF intercepts the link to the supplier's hosted client area and instead redirects to the mapped purchase record. Those...

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Quickfile Annual Fee

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Attach PDFs for supplier to client linked invoices

We don't store PDFs invoices in any sort of permanent way. They are generated on the fly when previewed and purged from file storage after 2-3 days. If we include them as a file attachment on the...

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Transfer Between Different Accounts

I see we replied to your last post and were awaiting some clarification from your side. Bank transfers are just movements on the balance sheet, i.e. it's just moving money from one account to another...

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