SageForum for UK versions of Sage 50- Help and support.

I've seen a couple of methods for this, but none dated within the past couple of years.

One was to create a dummy bank account and call it expenses, the other was to create the employee as a supplier.

The latter concerns me with regards to how it would show on the balance sheet so I am tending to lean towards the former.

I was just wondering if any of you have an other options, or if you've found better methods of doing this? I'm still baffled as to why this isn't specifically catered for in business accounting software...

Running Sage 50 Accounts professional 2011
Version: 17.0.12.197
OS: W7

Staff Expenses in Sage 50

The way to tackle this can be very easy and cost effective:-

1. Setup each employee as a supplier
(by creating a list of employee names in Excel and using the "One Click" button in Excel2Sage to import them all as suppliers in Sage)

2. Request each employee completes a shortened version of the Excel2Sage import spreadsheet as their Expense Form in future.
(This way the employee does most of the work and once received you can quickly review and use the very same spreadsheet they've prepared, to simply import it as a supplier invoice with "One Click" using Excel2Sage)

3. After authorising the expenses, you simply copy the data into the supplier payment tab in Excel2Sage and with "One Click" import the supplier payment into Sage.

If you're curious then please take just a few minutes to watch the videos linked below or even call me, I'd be only too happy to help!

http://www.excel2sage.co.uk/index.php/tutorials/

Excel2Sage is a great new product which many people have started to use to save time, money and resource.

I was actually just wondering if there was already a feature in Sage and how other people used it.

So I would take it from your input that you favour setting employees up as suppliers?


Thanks
Nym

Yes, I would definitely advise setting employees up as suppliers in Sage 50 for the purpose of expenses.

I also wanted to let people know that Excel2Sage software has been used specifically for that purpose as it saves a lot of time.

Regards

Steve @Excel2Sage

There are LOTS of different ways you can do it.

The 2 most common methods are to

Setup a supplier for each employee and post an expenses invoice against each persons account and then pay each person.

Setup a Bank account for each person and make bank payments for the expenses and then do bank transfers to reimburse them.

The first one is my choice if each employee submits an expenses form each month.
The second one is my choice if they have a company credit card