Important changes affecting “Large” and “Extra Large” accounts
Hi @Austin_Powell_A, The ledger count is updated every 2-3 days, and is calculated on a rolling 12 month period, so today it would count 9th December 2014 to 8th December 2015. If you go to Account...
View ArticleWon't let me login
Hi @Gary_Hilton Are you able to confirm your email address please, and provide any other information that you may have regarding your account? I've enabled the PM function on your account, so send me...
View ArticleWhat privileges does an Admin have over regular users?
Hi, I was wondering what a admin can do over a standard user? Thanks Jay
View ArticleWhat privileges does an Admin have over regular users?
Hi @jayjoynson An administrator is the person who would be the main account holder. Generally speaking, there isn't a huge difference. If there was ever an issue with logging in or accessing the...
View ArticlePreventing duplicate Direct Debit submissions
Should be working now if you want to check. Any invoices with active Direct Debits will be greyed out.
View ArticleBreakdown on invoices
On some invoices I enter a large amount to one account and then do a minus to another account. Some invoices it just shows the net income in the chart of accounts but in a few it has posted the gross...
View ArticleBreakdown on invoices
Hi @betty Can I just clarify, when you're referring to accounts, are these nominal accounts? If so, if they are different accounts, you should always see the full amount as the discount would be to a...
View ArticleBreakdown on invoices
this is exactly what i mean but for some reason some are appearing in two accounts as would be expected and some are only appearing as a net amount.Thank you
View ArticleBreakdown on invoices
Hi @Betty, If you are logging them against the same nominal code, they will show a net value (total minus any negative values). Using this example: You can see both entries are against nominal 4000...
View ArticleCustom Year End Journal date-to go back beyond 2010
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View ArticleHow do I give permission to my accountant to login
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View ArticleBulk Export Nominal Transaction List
@jeaston @Ben_Whittaker Just a quick one to let you know that we've brought back the full export option in the Chart of Accounts. We will likely just limit how many times you can use it per day or...
View ArticleGift aid claims
Hi I used to use a program called Sage, they do a version for charities. With this version we could claim Gift aid online from HMRC. Do you have a add on for this on quickfile module?
View ArticleManual Barclays Data Import
Is there any option (or will there be in the future?) to manually pull the data from our Barclays bank account at that time instead of waiting for the following day? Thanks
View ArticleManual Barclays Data Import
Is there anyway you could run one on my account now so I can tag the transactions as I will be busy for the next few days so it would be good if I could get the ones for today sorted. Thanks, Ryan
View ArticleGift aid claims
Hi @abuhudhayfah Unfortunately we don't have any add-ons that could be used for gift aid claims at this moment in time. But I will convert this topic to a feature request, and depending on the work...
View ArticleI wish to merge 2 suppliers?
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View ArticleManual Barclays Data Import
Hi @ryansb You can manually import data using the Chrome bank feed plug in, which supports Barclay's. Take a look at this topic: QuickFile bank feed plugin (beta) Banking Introduction How does it...
View ArticleCommunication with Joe
Hi I have been emailing Joe about an HMRC matter and overpayment of VAT. I am not getting any response. Can someone please check out our email from IT IS 3D and respond as a matter of urgency. Many...
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