Hi , I was wondering if this has been an issue for people using QF. I certainly feel that we need to address this especially for non accountants.
I have seen this happen once or twice before, but didn’t think much about it at the time. This time i thought it may be good idea to ask if it can be changed.
I tagged a purchase in the bank account in error to an expense account. This tagging involved creating a purchase invoice. Couple of mins later i realised this should be tagged to directors loan account (DLA), so i untagged it and selected transfer between accounts to the DLA.
I have realised that when correcting tagging in this way, the initial purchase invoice that was created did not get deleted.
I manually deleted the invoice from ‘show all purchases’.
Logically when i untagg a transaction, I expect the entire tagging to get deleted. i.e. the purchase invoice as well.
Is this something that QF could implement as part of reversing the initial tagging?
I can see in this case why you would expect this but normally you would have noticed the error at the point it asked you to create a purchase invoice. Creating purchase invoices direct from tagging is just a convenience built in to QuickFile to make entry quicker. Tagging and invoice creation are two seperate transactions and you would not want QuickFile to delete a purchase invoice when a tag is deleted normally unless it gave you a check step and asked if that was what you needed to do. I don’t beleive that the system logs the fact that the invoice was created during tagging so would have to ask if the invoice should be deleted every time a tag is deleted.
Given that this was an unusual entry error i think it would not make sense to add the complexity and have it keep asking if youwan to delete the invoice. The invoice would show as untagged and when investigating, it would become apparent that it needs deleting should you have missed it at the time of untagging.