Newbie Help? Some very simple questions...

paulb · Post by **paulb** » 26 Feb 2007, 23:23

Hello,

I am a total newbie to both accounting and sage so please excuse me if I use the wrong terms or describe what i am trying to do badly! I use Sage Line 50 v12.

Just some very quick questions that I am sure any Sage pro can answer very quickly:

[1] Everything I enter into Sage is exlcusive of VAT. Is there a quick way I can enter the total value and then Sage will take away the VAT from the value? Does this make sense? I half recall seeing this in an old version of Sage many moons ago where there was a Net button at the bottom of the form which did this?

[2] When assigning a NC for a purchase I use 5000, for postage I use 5100. For Sales I use 4000 and for postage I use 4905. Is this the correct codes to use?

[3] Everything I sell I am paid right away i.e. by credit card, cheque, paypal etc. When I create a new Invoice is it best to enter the payment details directly into the invoice instead of click on the Receive Payment Button?

Thanks in advanced

Paul

Post by **brucedenney** » 28 Feb 2007, 11:38

1/ You can use the F9 key to reverse calculate after you enter the value, there is no automatic option.

2/ Your codes seem sensible

3/ Eitehr way is fine, whichever is easiest for you.

paulb · Post by **paulb** » 28 Feb 2007, 12:15

Thank you for your reply.

I have tried the F9 option but it does not convert between VAT or Net? Can you explain how I can do this? What forms can I do this on?

Thank you

Post by **brucedenney** » 28 Feb 2007, 14:29

Have you got the right VAT code? T1 is it set up as 17.5%?

It shoudl work

paulb · Post by **paulb** » 28 Feb 2007, 17:22

Hi,

This works fines. I was trying to do this on an invoice but once I tried on the new product it did exactly as I wanted.

Is there a way to do this on an invoice / purchase order and also on the footer for delivery cost?

Thank you for your help.

regards

Paul

Post by **brucedenney** » 28 Feb 2007, 18:32

Yes/No

On invoices/Purchase orders, if you pop the detail box, there is a button to do it Calc Net.

In theory the F9 should do it, but in some versions (possibly all) it doesn't work! You can click the button with the mouse or use the Alt-C key combination

paulb · Post by **paulb** » 07 Mar 2007, 13:55

Its been a few days since I could try this as I have been away.

I tried your suggestion by popping up the calc box when entering a value that includes VAT but it never allows me to calculate the net cost. Alt-C will only allow me to complete the trasnaction instead of calculate net.

I can only get this to work on the create a new product page? Is there any chance you can give me the steps to take to do this?

Thank you

Post by **brucedenney** » 08 Mar 2007, 12:47

Calc Box?

No, the Calc Net button

Create Product, you said you wanted to do this on a Invoice / purchase order.

I am confused

paulb · Post by **paulb** » 08 Mar 2007, 14:53

Sorry for the confusion... At the moment I can only do this on the product page when pressing F9.

I also want to do this on the invoice / purchase order forms but there is no Calc Net button anywhere? Unless I am being totally blind? Where can I find this button?

Thanks

Paul

Post by **brucedenney** » 09 Mar 2007, 09:22

In the invoice, pop the "edit line item" detail (F3) and you will see the button.

There is a picture of it at number 6 on this page. The PO is the same principle.

http://sage.support.makingithappen.co.u ... nvoice.htm

paulb · Post by **paulb** » 09 Mar 2007, 15:05

Thank you,

I never realised I could do that as I always edited in-line!

It works very well and will make my life a lot easier.

Thank you for your help. This is much appreciated and I have learnt loads from your site.

Regards

Paul

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Newbie Help? Some very simple questions...

Newbie Help? Some very simple questions...

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