Tagging only part of a bill

[QFMathew]

Hi @sme

With “General Purchases”, I wouldn’t necessarily worry about linking a customers invoice to the suppliers invoice in terms of using the same nominal. As General Purchases (5000) is a Cost of Sales code (5000-5999), it’s generally accepted that these were used to general the sales invoices (in the 4000-4999 nominal code range). Have you been advised any different to this?

However, we completely understand that sometimes you wish to link them for reporting purposes which is why we introduced the project tagging. This would allow you to link both invoices to a tag so you can see profit and loss for that particular “project” for example (I put project in quotation marks because the tags are flexible enough to be used for more than just projects).

You may wish to check out the follow guide, which may help:

Projects in QuickFile

Introduction Projects offer a simple way to group together your sales, expenses, estimates and purchase orders into a single container. This makes it easier to report on a specific activity within your business for example a project you’re working on for a client or perhaps a new division in your sales team. We’ve designed the project system to be as flexible as possible by relying on what we call project tags. Essentially you can apply tags to any of your sales invoices and purchase invoices …