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Getting my account below the "Large" threshold
Providing the period isn't locked (for example, you haven't run the year end tool), or it isn't part of a journal you can delete the min bulk by ticking the boxes next to them:And then click 'Delete...
View ArticleSingle payment to multiple suppliers
Trying to enter several month's worth of transactions to get things up-to-date. I can't be alone in paying multiple suppliers with one BACS payment. I can find no way to reconcile that single bank...
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Single payment to multiple suppliers
Hi @sjl Quite right, you're not alone - this is a common scenario. I recommend taking a look at the following knowledge base article. It refers to custom payments, but simply reverse it for suppliers...
View ArticleSingle payment to multiple suppliers
Thank you for the prompt and helpful reply. I saw this post and just hoped it wouldn't apply!I may be wrong, but I would comment as follows.1. I have enough trouble keeping my accountant's bills under...
View ArticleAdding a credit to a supplier from previous accounts
I have just started using Quickfile. In the past our accounts were always on paper. Have pretty much sorted everything we need to but we're having trouble adding suppliers with credits. For example:...
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Adding a credit to a supplier from previous accounts
Hi @scoobeski You are able to add an opening balance when you enter the supplier. Take a look at this article: Add a new supplier Getting Started Introduction Add a Supplier Entering an opening...
View ArticleDownload tagged receipt via api
I've hunted through the API docs, but can't seem to find a way of doing this, so apologies if I missed something really obvious. I've tagged some receipts in the receipt hub, created some purchase...
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Single payment to multiple suppliers
Hi @sjl It's just the way the system has been designed (and it works very well for most users). Here's a quick guide on how you can quickly input the BACS payment: Create a new bank account 'BACS'...
View ArticleDownload tagged receipt via api
Hi @Moomoo Glad to hear you've managed to implement the search with the API. However, at the moment it's not possible to receive a list of files associated to a purchase. I've converted this topic to...
View ArticleAdding a credit to a supplier from previous accounts
Yes I've seen that but that only adds a opening balance that is owing? I'm talking about a prepayment opening balance. Our electricity supplier tales money in advance each month and bills us...
View ArticleAdding a credit to a supplier from previous accounts
Oops! Apologies for that! Let me check on this and come back to you.
View ArticleMerging of 2 accounts
It may be more effective for you to manage the two accounts under Affinity if you want to retain ongoing access. This will give you one dashboard where you can access the two companies. The cost for...
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Adding a credit to a supplier from previous accounts
You would typically enter the prepayment for that supplier so that it predates your bank opening balance. You would then need to adjust this amount out out the opening balance in the bank settings....
View ArticleNew Lloyds Bank Format
Apparently so - How annoying of them! Hope you get "phased" soon - CSV importing is a bit "urgh" when i'm used to pressing a button #SpoiledBratt
View ArticleInvoices marked as EC on VAT Return - again
The VAT will be calculated accurately and providing the reverse charges is applied, the NET total of that invoice will also feature on box 8 without requiring any adjustments.
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Adding a credit to a supplier from previous accounts
Ahh I see. Very sneaky That worked a treat! Thanks for that!
View ArticleRecurring Invoices to different emails
Is it possible to set up recurring invoices to be sent to different contacts (different email addresses) within the same company.
View ArticleRecurring Invoices to different emails
Sorry... found it. You do it after creating on the review page.
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Recurring Invoices to different emails
Was just about to reply, but glad you sorted it! If you need further help, please let us know
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