Affinity tool-set and Managing QuickFile account

If a client wishes to query an invoice in their account area, the message box is set up to send the email to the person who is set up as the primary contact (administrator) in Quickfile. I am responsible for the bookkeeping for a sole trader and am set up as the administrator however, all queries in respect of sales invoices should be emailed to the sole trader, who is set up as a user. Is there a way to resolve this?

At the moment all such correspondence will go to the account admin. If you are managing the account on behalf of your client you may wish to use the Affinity portal, that way you do not need to be directly registered on their account but can still retain access.

Quick File Affinity Overview

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