Hello to everyone
Sorry if this has been raised and answered, i have only been using quickfile for a few months and have actually gone live on 1st April.
I have been making use of project tagging on invoices and purchases, i noticed today that you cannot tag a petty cash transaction to a project, i have received a cash payment that i would like to tag in the project.
Any help greatly accepted
Best regards to all
Transactions themselves can’t be tagged to a project, only sales invoices, purchase invoices, credit notes for either and estimates.
If the cash transaction is tagged to an invoice, you can tag that invoice to a project
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Thanks for the quick reply, I have worked out thanks to your guidance, transaction did indeed create an invoice which I have successfully tagged to the project.
Thanks again
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