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- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
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Want web hosting?
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Checklist
Checklist
Hi,
I am currently wanting to put all of our accounts onto Sage software. Currently everything is done manually. Does anyone have a checklist of what needs to be entered onto the system just so as I do not miss anything. I am also doing this mid year.
I am currently wanting to put all of our accounts onto Sage software. Currently everything is done manually. Does anyone have a checklist of what needs to be entered onto the system just so as I do not miss anything. I am also doing this mid year.
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Checklist
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.
Re: Checklist
Thank you for the information provided. I cannot see a subject for entering the vat that we have already paid.
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Checklist
Because the vat already paid has been accounted for in your old system you do not want to account for it a second time in the new system so all the opening balances on customers and suppliers are gross amounts.
If you are part way through a vat period then you would work out the vat on what was entered in the old system run a return in sage and add the two together for the first return.
If you are part way through a vat period then you would work out the vat on what was entered in the old system run a return in sage and add the two together for the first return.
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.
Re: Checklist
Now I am confused. At the end of the year I want the new computerised software to show the accounts for the whole year which rather than having half on paper and half on the computer. Would it be better if I just put everything on computer from the beginning of year.
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Checklist
If you want everything in sage for the whole year then you need to enter everything for the whole year.
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.
Re: Checklist
If I wanted to save time how would I enter our sales purchases vat and bank for the previous months or is this not possible.
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Checklist
You could enter opening balances and not bother recording any of the individual invoices and refer back to the previous system for the details. But you already said you want the VAT history so you need the whole history, so you need to enter it all.
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.
Re: Checklist
Thanks for the information.
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