Hiding System Bank Account
If you can hang on for 2 days (max) you will be able to go into that account's settings and uncheck it from appearing on the dashboard.
View ArticleCustomer overpayment to use towards donation
It's still income so it should really be tagged to an invoice, rather than sitting on the client account. The purchase of the dog food is a separate concern, as if you your company were making a...
View ArticleRecording the purchase of Shares
For this I would probably create a new dedicated nominal code under the assets and liabilities section, and a normal purchase invoice for the appropriate amount posting to this nominal. That way the...
View ArticleTotal of outstanding invoices
New user here. When I first started out, there was a total of outstanding invoices on my invoice summary page. It's not there now and I can't find it anywhere. How do I find it? Thanks.
View ArticleTotal of outstanding invoices
Ah, ok, I see it's on my Dashboard page. Would be handy to have it on the invoice management page as well though.
View ArticleTotal of outstanding invoices
You can do an advanced search for all invoices that are unpaid ('Sent') and the total for these will be displayed on the top right of the invoice management screen. The management area is for just...
View ArticleData Safety and Encryption
HiI'm not sure if this question has been asked before and I couldn't find an answer when I looked. In the light of recent news about hacking of data (eg; Talktalk), do we know if the user, customer,...
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Data Safety and Encryption
This may be of interest to you: Data Security General Security QuickFile implement a wide range of measures to ensure that the data you enter into our application is safe and secure. We are constantly...
View ArticleHow do i tag a good will gesture from my bank?
I've been logging my 'loyalty rewards', as my bank calls them, as refunds from the bank, credited against bank charges. Hopefully that won't upset my year-end accountant.
View ArticleDelete a purchase that has been "frozen" after VAT return
Hi, I gather it is possible to unlock a purchase. many thanksVanessa
View ArticleHow do i tag a good will gesture from my bank?
I don't see why that would be a problem the NET results at the end of the year should be the same. If your accountant preferred that they were reclassified, it also shouldn't be a big problem to...
View ArticleDelete a purchase that has been "frozen" after VAT return
After the VAT return has been submitted it can only be credit-noted, not deleted. Why do you want to delete it?
View ArticleData Safety and Encryption
Thank you, that does seem to answer a related question about security of data communication between your servers and our browsers. But what about the actual data stored on the servers themselves, is...
View ArticleData Safety and Encryption
We store sensitive information on our database in an encrypted format, e.g. passwords and login credentials. We don't store all information in an encrypted form and this is not necessary under the...
View ArticleBank Tagging Rules
Is there a way to see the purchase category against each rule rather than having to open each one up individually?
View ArticleBank Tagging Rules
There's no option to customise the columns in the bank tagging rules section so if it's not there I'm afraid it won't be possible. I will switch this to a feature request for now and we can revisit if...
View ArticleMultiple Affinity Accounts/Team member query
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View ArticleUnable to activate or delete Recurring Invoice Template
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View ArticleMulti-currency in store credit
In store credit has been allocated in multiple currencies (USD and GBP). Now I have GBP in credit, however, the invoice that I need to allocate the payment to is in USD. The system do not allow me to...
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Multi-currency in store credit
If you go into the invoice, and click 'Log Payment', it should allow you to pay a USD invoice from a GBP account: Pasted image718x426 22.4 KB
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