Dear Support,
Is there a way to easily trace where say a bank payment has been posted to within Quickfile from the bank transaction listing? Ideally, I am looking for the nominal code or purchase ledger reference. I hoped this would be noted on the bank listing.
At the moment, I am having to find the date of the payment and then run a Chart of Accounts listing, restricted to that date in order to start my enquiries into nominal codes.
Hello @Bagpipe
You can click on the Tagged button to the right.
This will reveal the name of the code it has been posted to click on the link to get taken to the transaction
HI @QFSteve ,
Many thanks. I thought that the green tagged button was “untouchable” …unless you needed to un-tag and then re-tag an item. Very rarely used by me.
This is really very useful and it looks like you have press escape to exit this feature.
And I’m the case of a sale or purchase payment you should be able to click through from the popup to the purchase or invoice record, and then use “more options” from there to see the nominal entries.
This topic was automatically closed after 7 days. New replies are no longer allowed.