Mark goods received

[jwf]

Complete novice to Quickfile coming from two incredibly efficient spreadsheets (efficient for us, not our accountant). Payments for purchases can occur before or after delivery of goods. Payments of sales can occur before or after delivery of goods. Is there a way to mark goods as received (or not) against purchases in Quickfile, with date received? Likewise, is there anything to help with sales of goods out (shipped date / not shipped).

I am trying to establish the best way of integrating Quickfile into how our business functions. I am thinking we will have to keep our two spreadsheets to still record goods-in date on one and customer order requirements on the other (including required delivery, production status and shipped date, etc). Thanks.

[QFMathew]

Hi @jwf

Welcome to QuickFile

There isn’t a specific way of recording delivery dates or a way to say “yes they have been delivered”, “no they haven’t”.

Perhaps project tags could help record this however? This would allow you to add a tag to the invoices, something as simple as “delivered”. Would that be an option?

[jwf]

Thank you for the welcome. I shall read up on project tagging, thank you.