My wife and I earn several properties together. However some are in one or other of our names and some are in both our names.
We need to collect receipts and invoices for individual houses separately so our accountant can work out our individual tax liability. How is it best to go about this?
You could use “project” tagging to tag particular sales and purchase invoices to particular properties. You could have one tag per property, or just use three tags for “mine”, “hers” and “joint”.
In QuickFile terminology receipt images are attached to purchases (the things with the #QFnnnn reference numbers, sometimes referred to as “purchase invoices” to distinguish them from purchase orders which are a different thing), and purchases can in turn be tagged to one or more projects. When you process a receipt in the receipt hub it creates a purchase in the background.