Recurring Supplier Costs

[QFMathew]

@Andrew_Turner

they invoice me every 22nd or 23rd of each month so I think it must be every 4 weeks

You can set it up to every 4, or every month and just adjust the date as needed.

@Andrew_Turner

ideally I’d like something that creates the invoice for me then marks it as paid 3 days before the due date a month later.

We don’t offer time delays such as this. However, we do offer integration with Zapier, which does. I can’t 100% confirm if this is possible, but it may be worth having a look: Connect your Quickfile to Delay integration in 2 minutes | Zapier

@Andrew_Turner

From what I understand from bank tagging is I would still have to keep manually exporting my transactions from my credit card account and then importing them into Quickfile for recording the payment for the invoice

That is correct. But our tagging system allows you to quickly mark invoices as paid, and even creates them from the banking screen if required.

In terms of importing your statement, I’d highly recommend speaking to your card provider. Unfortunately, our options of automated feeds is held back by the lack of availability from banks. We’d love to offer a seamless integration, but it’s not possible unless they provide it.

Perhaps another option would be to enter these in bulk at year end for example? We offer a bulk purchase invoice creator (Account Settings >> Import Data >> Purchase Bulk Entry).