Report for client details
Is there a way of obtaining all relevant details for a client and being able to place those into a letter or similar document that could then be emailed or posted to them? I am thinking of all known...
View ArticleReport for client details
Sorry, and just following this up, I know we can extract the data from the client ledger file in the data backup, but I was looking at something a bit more interactive - and quicker - with the letter...
View ArticleReport for client details
There isn't anything where you can extract all client data etc as such yet. You could send them a statement which would contain their address and all their invoices?
View ArticleNatwest import icon mission once logged in
the natwest import icon is missing after i have logged in through the QF feed,
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Natwest import icon mission once logged in
Natwest facelift removes "export to Quickfile" button support I've logged into my Natwest online banking this morning and they have updated the look of the website. Nice but not all that different...
View ArticleReport for client details
May also be worth looking at the letter feature. Not sure if you can pull the default payment terms etc through, but it may help accomplish what you're trying to achieve.
View ArticleParking-related expenses
Travelling-related expenses From what I understand I can claim for the cost of parking my vehicle, congestion charges, and tolls. However, what should these be recorded as in QF. General Purchases...
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Parking-related expenses
Hi Andy, Firstly, general purchases is used for stock that you sell on, so this category wouldn't be appropriate. I wouldn't call it a misc expense as it can fit into another category. So, by my...
View ArticleParking-related expenses
Andy, Firstly, are you a sole trader or ltd company? If you are a sole trader, then you have to consider not only a suitable nominal code but also you have to be careful that the different costs are...
View ArticleInvoices previously marked as paid now showing as unpaid
Hi Folks We have been issuing recurring invoices and manually marking them as paid after the money hits our account. Not exactly power use but very helpful for our simple requirements. All was well...
View ArticleReport for client details
I haven't looked closely at this but something like the custom CSS coupled with the statements, and/or build a letter with the custom CSS could be a route to achieving this.
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Parking-related expenses
Hi Parker1090, Thanks for the reply and I have noted your guidance. Just an observation you picture advises to "Help me Choose a Category" which I can see is in creating an invoice, however, this does...
View ArticleInvoice and accounting query for commission income from deposits taken on...
Hey all, Apologies if this has been covered and if this gets a little waffly. As simple as it seems, I'm failing to find a discussion that actually comes to a conclusion on how to address this all...
View ArticleInvoice and accounting query for commission income from deposits taken on...
Does your client issue you with any invoices at any point?
View ArticleInvoices previously marked as paid now showing as unpaid
Hi Ruth, Check the event logs of some of the invoices in question. This will show when they were marked as paid and if they were ever unmarked as paid. If you have deleted any payments from your bank...
View ArticleInvoice and accounting query for commission income from deposits taken on...
Nope, my client doesn't issue me with any invoices. They have nothing to invoice me for as the money always belongs to my client and never to me.I am simply an intermediary between my client and the...
View ArticleInvoice and accounting query for commission income from deposits taken on...
If the money you're collecting and passing on to the client definitely doesn't count as turnover that would have to go on your own VAT return, then it should just be a case of creating another dummy...
View ArticleCan quickfile list the business types available?
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View ArticleCRM Integration
Hi Glenn,I don't know if I come in too late in this topic, but please, could you send me an invite to test Zapier?Cheers, Carina
View ArticleInvoice and accounting query for commission income from deposits taken on...
Hey Ian, I've got it now (I hope), thanks for your help.I was trying to figure it out without having actually transferred the commission I had deducted from my bank client account to my current...
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