How do i tag transactions on a iphone?

Support
1

How do i tag transactions on bank feed on a iphone? I can do it easy enough on the laptop

2

Hello @sammy

You can access QuickFile in the same way as your laptop via a browser (using your personal URL https://yourcompanyname.quickfile.co.uk/ for example)

You will have all the same features and screens.

The mobile app is for more on the go tasks such as scanning receipts and creating invoices when your not at home.

3

Hi Steve

So I can only tag transaction on the laptop?

4

Hello @sammy

QuickFile is web based software you can access it on your phones web browser (safari/Chrome/Edge) as well as your laptop.

5

I can you send me a link how on a iPhone I can tag transactions? I’ve looked and just can’t see how?

Thanks

Samantha Sherwood

6

Hello Samantha

I found 2 accounts associated with you

https://samadmin.quickfile.co.uk/

https://samsherwood.quickfile.co.uk/

On you iPhone (I’m assuming you use Safari as your web browser)

  • Open Safari and enter the addresses to either company above (or click on the links)
  • Login
  • Use QuickFile exactly the same as you would on your laptop (tagging is done in the same way)

As I said before

The mobile app is for more on the go tasks such as scanning receipts and creating invoices when your not at home.

7

Thank you Steve, I have another query. How do I allocate credit notes
(prepayment)?

8

Hello @sammy

Open an invoice, click log payment, if an account has a prepayment on it you will be given the option to Apply from credit as in the example below.

image

9

Thank you I have now done that. I’m also having a problem with a suppliers monthly balance. I have raised a credit note against an invoice in October and the credit note is dated November. It seems to be adding the credit note to november instead of deducting it. I entered a minus before the figure I wanted crediting. It’s really confusing. Grant and stone is the supplier .

Can you advise? All the invoices match up to my supplier and credit notes.

Thanks

Samantha Sherwood

10

Hello Samantha

I have raised a credit note against an invoice in October and the credit note is dated November.

You should be able to open the credit note and edit the date.

Usually you would open the original invoice > select more options > credit note (a credit for the whole invoice will so).
Make changes if required (edit date and amounts if the whole invoice is not being credited)

11

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