Projects and Add Files

Support
1

I would like to be able to upload digital invoices to bank payments or receipts. This can be done via journals only as far as I can see.
Also add to projects via Bank Payments/Receipts. At the moment this can only be done via Sales and Purchase Invoices. Please can you add it to be features requested list - although sadly this appears to be not much help as features requested years ago by several users have not been implemented…

I believe you probably are losing subscriptions as certain features in any standard software package are not available in QuickFile.

2

Hello @JANET1

You can only add project references to Sales and Purchase Invoices
https://support.quickfile.co.uk/t/projects-in-quickfile/8858

I would like to be able to add a digital invoice to bank payments or receipts

When you add a bank payment or receipt you can tag it as an invoice payment (this will create the invoices in the relevant ledger)
https://support.quickfile.co.uk/t/tagging-your-bank-transactions/8818

3

@QFSteve Thank you - sorted.

4

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