Tagging and Overdue sorting issues

Support
1

Hi,
I am experiencing 2 problems an a second account I look after.

  1. When trying to tag bank entries QF isn’t recognising and suggesting potential fits. Eg. A £1000 deposit when press tag like normal, its not suggesting outstanding invoice totaling £1000 as a suggestion. I have to go into ‘pay down multiple invoices’ search for the client or supplier and then choose from that list, which quite clearly shows the matching £1000.

  2. When I am looking at the Invoice management screen and I try to sort into order of most overdue it doesn’t work. they are all mixed up. I have to use the due date.

Any help would be appreciated.

2

I believe the initial list of matching invoices only goes back a certain time (I’m not sure how long but I think it’ll only show invoices dated in the last month or two), if the invoice you’re looking for is older than that then you have to use the “pay down multiple” route as you’ve discovered.

I don’t have any overdue sales invoices to test this with on my own account, but the equivalent thing works for me on the purchases side (only on the “outstanding purchases” screen, not the “all purchases” one - the latter doesn’t have an overdue column at all).

3

I believe unless it’s a payment for a full amount of an invoice QF won’t pick it up. You have to manually find it to pay down an invoice.

If its a deposit towards a larger sum how would QF know which invoice it relates to?

4

IIRC it is one month but you can change it. It caught me out when one customer had several identical invoices outstanding going back several months.

5

Thanks for this I just found the default 30 day setting and changed it to 6 months.

6

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