Client Retentions
The main reason to not create an invoice now with a due date 6-12months in the future is VAT I understand the date of the invoice is the tax date and if you are not cash accounting then you'll have to...
View ArticleClient Retentions
You are correct, you would be prematurely paying VAT if you're on accrual accounting. Recurring invoices seem like a better solution.
View ArticleChargeable Expenses
Ok, I will be incurring some chargeable expenses cause of a business trip I need to make for a client. So, thinking how best to handle this. My agent has given me an excel table I need to fill and I...
View ArticleMy Inventory items seem to appear or not randomly
Some of my inventory items do not show when creating an invoice. I have included a category called children's garment but it reverts to "children" and defaults to 20% VAT in the inventory listings and...
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My Inventory items seem to appear or not randomly
I'm not sure if you're confusing categories (nominal accounts) with inventory items? Categories (1) just tell QuickFile which nominal account the sale needs to be posted to. Inventory items (2) are a...
View ArticleHelp with signatures
Glenn That's brilliant! thanks for the rapid response, I presume this is now a permanent fixture for all invoices/quotes and there is nothing I need to do to continue it craig
View ArticleTotal amount in GBP to be shown on invoices in case of foreign currency
Thank you Glenn, it's much appreciated!
View ArticleAdding items as sales stock that have been purchased previous to business...
Hi Glen,This is just a reply to say thanks ! The helps you have given has got me past a stumbling block and will now allow me to progress with my plans. Just thought you should know your help is...
View ArticleHelp with signatures
Yep it's implemented for all existing and new invoices/quotes. Nothing more to do if you're happy with the layout.
View ArticleNew Profile not showing in Affinity account
Hi, I'm sure this has happened to me before. I have just set up a new profile on my Affinity account for: Brimstone Enterprises Ltd and it's not showing in my list. Any ideas?
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Total amount in GBP to be shown on invoices in case of foreign currency
If you look now in the invoice customisation area you will see a check box ""Show GBP total amounts on foreign currency invoices. Once enabled any foreign currency invoices will include a breakdown in...
View ArticleAdding items as sales stock that have been purchased previous to business...
Not a problem, glad to help!
View ArticleNew Profile not showing in Affinity account
I've just had a look and that company does appear on your Affinity dashboard. If you log out and back in again can you see it?
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Set "from name" on outbound emails
Just to expand on the above, you can now set the email from name even if you aren't using your own custom SMTP. All users can now set the from name in Account Settings >> Routine Emails. Pasted...
View ArticleMy Inventory items seem to appear or not randomly
I am going into inventory items from the left hand dashboard menu and adding them there. It won't add from the add new item in the item column. ThanksAnita
View ArticleRunning a repair shop
Hi, firstly I got to say this is a cracking system I love it. I just have a problem, I run a repair shop where customer's drop off their item and I book it in and would like to enter their phone...
View ArticleRunning a repair shop
A log in area is only created if you enter contact details, creating a client alone doesn't create a log in area. Hope that helps?
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Set your email "display name"
We've just updated the routine emails screen to allow for a custom display name to be specified on your outbound emails. Previously this was only possible for those with their own SMTP credentials. By...
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