Project Tagging Updates (January 2018)

[QFMathew]

Hi @carenas

I’ll pass your comments over to our development team and let you know if we change anything here to support this.

Alternatively, you may wish to take a look at setting up recurring purchases, which can support project tags:

Recurring purchase profiles

Introduction With QuickFile you can take any purchase invoice and use this as the basis to automatically repeat the purchase in accordance with a predefined schedule. This is useful for subscription based products such as broadband, rent and any type of recurring charge that tends not to change from one month to the next. Switching on the recurring purchase feature The recurring purchase feature is not enabled by default. To switch this feature on head over to Account Settings >> Advanced se…

[Edit]
@carenas - I’ve logged it with our development team to look at using the client/supplier defaults when it comes to creating invoices from bank tagging rules.

We don’t have any plans to allow tags to be entered per rule, but we’re happy to look into this further if there’s enough interest. Would you please start a new thread in the Feature Request category, and we’ll monitor the interest from the community there?