Link expense to invoice

[Richard_McGill]

Hi, I am new to quick file. I’m not sure if this is common knowledge but I can’t find it anywhere on the forum.

Is there a way to link a travel expense to an invoice? I thought it would be handy if you could select an invoice and it would show you the expense that was linked to it.

Any help appreciated.

Thanks

[FolkLondon]

The way to group sales and purchase invoices is to use project tags.

This is designed on the assumption that you will wish to associate many transactions. There isn’t to my knowledge a way to do a direct 1-2-1 mapping between one sale and one purchase.

Different people will use project tagging for different requirements, not just for “projects” in the dictionary sense. As a magazine publisher I use it to associate all the sales and purchases for a particular issue.

EDIT - corrected typo

[Lurch]

There’s the rebilling method, although I don’t think this technically links them as such.

Rebilling Expenses

In some cases you may incur costs an a particular service you offer that would like to rebill to your client. This is a common scenario for many businesses that provide consultancy based services or perhaps work on longer term projects for clients. These types of costs can include things like travel expenses, refreshments, sub-contracted work as well as physical materials. How to Rebill Expenses Rebilling your expenses is simple in QuickFile. You can select up to 50 expenses to rebill on a sin…