I’ve been using QuickFile for nearly a year now as a sole trader and have yet to find a workflow that works well without duplication.
I work as a sole trader / consultant. I do have some expenses which are not billable to a client which I add as purchases.
However, when I am dealing with a job, all expenses are billlable to a client and I just need to add daily rates. I need to provide invoices at the end of each month with receipts.
The problem I always have is that I have to prebook and pay for flights etc. I add these as purchases (either as me paying from drawing account or adding as billable to client)
I want to keep on top of invoices and build them as I go along. So the problem then…
If I add as Billable to client and select them, I can only create a new invoice each time, and not add them to a pre existsing draft invoice (as far as I can tell)
If I add them as purchases being fully paid from my drawing account, I can find no way to add the receipts I have imported to the draft sales invoice as I go along.
Am I missing an obvious feature, or is this simply not possible in Quickfile. I want to add items as purchases with receipts and them add them to a pre existing invoice as I go along each month.
I really want to be easily able to see which purchases are directly paid by clients through the year, and those I have paid as part of trading.
Thanks for any replies as I find this frustratingly difficult at present.