Need more, need help now?
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals

Enter a batch of expenses

Bookkeeping and Management Accounting help does not have to be specific to the use of Sage 50
Post Reply
User avatar
Geordie613
User
User
Posts: 46
Joined: 03 Feb 2015, 17:31
Sage Version: v2018 24 UK/Europe/Africa

Enter a batch of expenses

Post by Geordie613 » 03 Mar 2015, 17:11

I thought this would have been basic...
I've just received the usual bagful of a year's worth of receipts from a client, including petrol, stationery, restaurants, etc.

Firstly, I would have thought there was a expenses batch entry screen in Sage 50 (v21) for this purpose. Previously, I have done this type of thing in the excel templates that Sage provides, but I would like to try to enter straight in to Sage if this option exists. I can't seem to find it in the program, Is there any such thing?

Secondly, some of the items are in Euros. Normally, I just enter the amount in GBP that appears on the bank statement, (or, if paid from petty cash, an approximation based on the exchange rate on that day). But there is a column on the Audit Trail Import Template called Exchange Rate and I'm wondering if I can use that to enter a Euro amount and have it automatically converted to good ol Pounds 'n Pence. (I'm too young to remember shillings). If not, what is the purpose of the Exchange Rate column?

Looking forward to some insights. Thank you.
"Difficulties mastered are opportunities won."
Sir Winston Churchill

User avatar
brucedenney
Site Admin
Site Admin
Posts: 4619
Joined: 28 Feb 2006, 09:56
Sage Version: v28 UK/Europe/Africa

Re: Enter a batch of expenses

Post by brucedenney » 03 Mar 2015, 17:33

if these are straight forward expenses, you can bang them in as bank payments.

Use a euro bank account for the euro stuff.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.

User avatar
Geordie613
User
User
Posts: 46
Joined: 03 Feb 2015, 17:31
Sage Version: v2018 24 UK/Europe/Africa

Re: Enter a batch of expenses

Post by Geordie613 » 04 Mar 2015, 10:23

Thank you that was simple.

About the Euro thing. I am reluctant to start a new account in Sage for Euros, especially as the transactions show up on his bank statement in Pounds. I will just do as before, making use of the F4 shortcut (amazing that Microsoft haven't caught on to that) to calculate the cash payments.

Thank you very much.
"Difficulties mastered are opportunities won."
Sir Winston Churchill

Post Reply

Who is online

Users browsing this forum: No registered users and 11 guests