Show bank transactions with invoice number

Support
1

I would like to be able to export / report on bank transactions held in Quickfile with the invoice number/purchase order they have been tagged to alongside. As far as I can see I can’t do that - it doesn’t come out of the export (only bank transactions and whether they are tagged, but NOT what they are tagged to). Anyone know of a way to do this?

Thanks!

2

Hi @Elsvan,

Unfortunately there isn’t a report that can show this. As Invoices and Payments aren’t always 1:1 it would make it difficult to create a report to show it in this way

3

I thought so. However from what I know, you can only assign one payment to one client - albeit with multiple invoices. Is that link also not possible?

4

Hi @Elsvan,

So you’d like to see a report that shows payments against clients? am I along the right lines?

5

Something like that. Basically the Bank Account view, where instead of “Tagged” it gives the client name. Same for purchaser name.

6

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