Manage your business enquiries using Quiddity enquiries. To view your enquires, click on ‘Menu -> Sales -> Enquiry’. Enquiry list Quiddity will display all enquiries in reverse chronological order initially, you can change this order ascending or descending on each column. List column ‘Reference’ is clickable, clicking on this will take […]
Enquiry fields
If you are adding or editing an enquiry here’s some guidelines on entering the field details. General Information Field Description Reference Enter the reference name for an enquiry. First Name Enter the first name of the person doing an enquiry. Last Name Enter the last name of the person doing […]
Add custom fields to an enquiry
Apart from the fields defined in the section ‘Enquiry Fields’ you even have the flexibility of adding more fields to an enquiry form. 1. To add more fields to an enquiry form you can click on ‘Menu -> Setting -> Configuration -> Custom Fields’. 2. Click on ‘Add’ button. 3. […]
Ordering custom fields of an enquiry
Once the custom field is added for any enquiry section, you can reorder their display in that section. Custom fields will be displayed after Quiddity defined fields, but the newly added fields can be reordered based on your requirement. Simply follow below steps to reorder any custom field of the […]
Add an enquiry
When you add an enquiry, it will appear under an enquiry list. 1. To add an enquiry, click on ‘Menu -> Sales -> Enquiry -> Add Enquiry’ orclick on ‘Quick Add -> Add Enquiry’ or click on ‘Dashboard -> Quick Add -> Add Enquiry’ 2. Enter the required fields of […]
Manage an enquiry
Based on your permission, the action status will show ‘Edit’ or ‘View’ action. On editing an enquiry, its information is nicely divided in the form of tabs. Editing enquiry details Enquiry fields and custom-defined fields can be edited from the enquiry details tab. Please refer to section ‘Enquiry fields’ to know more details […]
Quiddity and Xero integration overview
Quiddity gives the flexibility to manage the payments against each invoice/purchase order in the system itself when it is not connected with Xero. Once it is connected to Xero, it manages the payment in Xero and syncs the same in Quiddity. You can also import Contacts, Suppliers, Products, Services, Invoices and […]
Access Xero integration functionalities in Quiddity
Quiddity organisation employees having a write/edit permission to ‘Xero Connect’ can setup Xero integration.To grant this permission to an employee, click on ‘Menu -> Setup -> Permission -> Edit Permission-> Modules and Accessibility -> Setup – App-Connect’. These employees can map the chart of accounts after linking Xero account with […]
Setup Xero integration
You can setup Quiddity and Xero integration in Quiddity’s web application following the below steps: 1. Log in into Quiddity. 2. Click on the menu icon and ‘Setup’. 3. Click on ‘Xero’ under ‘App Connect’. 4. This will redirect to Xero Connect page. 5. Click on ‘Have Xero account?’ and […]
Integration setting – Chart of account mapping
Once the Quiddity organisation is connected to Xero organisation, the next step is to map Xero’s chart of accounts (COA). Chart of accounts organises data into different accounts. These accounts are usually organised into five categories – Assets, Expenses, Equity, Liabilities and Revenue. Categorising data in the correct accounts ensures the accuracy of financial statements. Quiddity allows two types of account mapping viz. default COA (chart of account) mapping (this […]
