Other Questions
Recently active
transactions not updating
I have just upgraded from self employed to sole trader and when I create an invoice it wont let me send , it keeps saying select at least one way to pay. I have managed to create an invoice through the app for now, but now I cant get my bacs information to go onto the invoices for payment without constantly adding it manually. As im already using the app its just time consuming
Original commenter did not share additional details
My invoices look a mess and I am not happy with this presentation to clients. Its embarrassing i cannot use the date column. Where is the date add box!! Would share photos if there was an option to do so.
How can I change/update this?
client name only appears as the promo client code, not the company name on my list. Maybe I didn`t set it up correctly How do I change it to appear on my practice list by company name?
I can see the amount is selected correctly and I can see the box is ticked correctly. It just doesn't update once I save it.
When I look at the audit history the transactions is described as 'indirect edit by system'
Before the update i could change text before sending the invoice
I've just switched from self employed to sole trader due to issues with reciept snap in SE how can I import all old data
I need to put customer’s delivery address on invoice as it’s different to the invoice address how do I do this
The app isnt syncing the 90 days history it says it will only going back to 23rd April, the app is only showing transactions in the app transactions screen in USD$ not GBP£. Probably due to the currency it isnt posting entries anywhere, so other than the transactions screen the data isnt seen anywhere else including reports like the profit and loss report. The transactions arent creating sales. The system isnt showing any fee or postage information although these settings were configured and checked. I assume all relates to the USD GBP issue but it is not fit for purpose as a reseller. It will need an expenses third party connector costing 6 times as much as this bit of software on the intro deal I got.
When choosing tax year in the company set up page, the only two options to choose from are 01 Apr or 06 Apr. These might be relevant to an individual /sole trader for self assessment but not to a limited company which has its own financial year and tax year that might be different from the UK tax year for individuals.
