Book-keeping Software - The Book-keepers Forum (UK)

Anya · Anya

Hi I am looking fro a way to automatically add a "Please find attached your latest invoice blah blah blah message" and my email signature when sending an invoice or similar. At the moment all i get is "invoice attached" and then I have to cut and paste my signature from a blank emai...

GrahamG · GrahamG

A little explanatory advice requested. As I understand it, if I want to do e-payments via Sage 50 2010 / Barclays Internet Banking, I would need to: (1) Make sure the payment method in the Supplier banking tab was set to BACS. (2) Make the payment in the normal way via the bank module for the supplier (3) S...

hellonwheels · hellonwheels

Hello all I'm quite new to freelancing although I've been doing BK for employers for 10 ish years, mainly using Sage. My client runs her own business buying and selling groceries online. She started trading in March 09 and needs to file her first return online by early Jan, which I why I was brought in...

Susie78 · Susie78

Hi guys, not sure if I am posting this in the correct place, I am doing Sage 50 accounts on a funded course but am actually going to be sitting the ICB exams, level 1, 2 and 3 computerised and manual bookkeeping exams. Could anyone please advise what software I need so that I can practise and buy or downloa...

Bridget47 · Bridget47

Hi. I have a problem in that money paid on account has been posted to the wrong client ledger. 2 customers with the same name !!! How do you transfer the posting or do you simply credit the wrong one and put a new payment in on the write ledger ?

Shaun UK · Shaun UK

Hi All, I'm a basic user with spreadsheets. I thought I was average, but after a little time googling possibilities and reading through (usually unhelpful) help docs, I can see there's far too much I'm unaware of! I'm attaching part of a spreadsheet I've created. I would like to do a report where ea...

RossDunn · RossDunn

Happy Saturday y'all, I have been approached by Barclays Bank to purchase their Business Manager software for myself and to potenially act as a re-seller for my clients. The Software includes: Quickbooks or Sage Line 50 - Annual Licence Clearly Business - Legal and HR Manager Business Plan Pro Mark...

GrahamG · GrahamG

First Off: I have a good knowledge of Sage and am an advanced user of Microsoft Excel. Reading around Sage I can see that Sage provide a range of templates that will allow you to import data into Sage. Looking at these templates it looks like they are mainly focussed on the import of non-transaction data...

GrahamG · GrahamG

At the risk of a little self-promotion, if there are any bookkeepers looking for a spreadsheet solution for cash book accounting, then please feel free to check out: www.mycashbook.co.uk This is a solid cash book, which can be used by individuals, community groups and small businesses / sole trade...

Rhianrach · Rhianrach

I transferred a full back up from line 50 plus 2010 to line 50 Pro 2009 and it wouldn't generate a report. Does anyone know if it would work if I transferred a data backup only?

Anya · Anya

Hi I run a security company and have recently started using VT+. Im really enjoying its ease of use but have one gripe which Im hoping someone can help with! Ideally I need to show the following headings on my invoices: Date Site Hours Worked Type Total Hrs Hourly Rate Total Is it...

Nicola27 · Nicola27

Hi, I am trying to work out how to get an itemised balance sheet and profit and loss, the book-keeper before me was able to do it but having looked through the help and a brief spell on google, i can't seem to find it! Anybody able to shed some light on it? Using the Free version of Quickbooks SimpleStart, ne...

ProBowlUK · ProBowlUK

What is the best software for using with eBay for tracking, accounts, etc ?

Bluemary · Bluemary

Hi, I am currently free lance bookkeeping for a local company, aswell as editing for a magazine and supplying my area with the local avon books. I have always used Sage for bookkeeping, but wondered if there was anything else out there free that would allow me to put my expenses in, send an invoice or tw...

skakes · skakes

Hi all Need to pick brains! Can anyone recommend a package where the accounts are searchable? For example, I enter in all the expenses, allocating codes as appropriate. Then I try to reconcile it and find I am,say, £250 out. It would be nice to be able to call up a search facility that said 'Find all posti...

Nicola27 · Nicola27

Right this is really sending me round the bend, i have looked on sage help and can't find anything. 2 wierd things happening 1. some items that have been deleted do not shop up in red, they still say Deleted SI but are in black 2. I have items which are not deleted and do not say deleted SI but come up red! the...

lostsoul · lostsoul

Hi guys For some time I have been printing invoices on A4 sheets, but recently we got our stationary chaged to dotmatrix. I am trying to setup sage invoice to print on dotmatrix printer but for some reason the print runs into two pages. I have to print both sales orders and invoices and looks like the prob...

zoe Taylor · zoe Taylor

Hi I have been asked to do an Invoice template on sage anyone know how to do this ... zoe

Confused · Confused

Hi as the title says I need to find someone who can design a template for invoicing in Sage which would include my logo and bank details. I have had a go on the report designer and am completely lost! Also how would I then get the invoice into my Sage to use? Any help gratefully received - willing to pay! Donn...

attilabenko · attilabenko

Hi, Does anyone know is it possible to import csv files with purchase payments to credit suppliers accounts? I am doing bank and cash payments, purchase invoices to suppliers accounts,etc and it is fine but sage doesn't seem to accept payments on supplier accounts... Thanks

Topic		Started By	Replies	Views	Last Post
	Adding an email signature to VT (Preview) Hi I am looking fro a way to automatically add a "Please find attached your latest invoice blah blah blah message" and my email signature when sending an invoice or similar. At the moment all i get is "invoice attached" and then I have to cut and paste my signature from a blank emai...	Anya	1	1531	Thu Dec 23 14:56 2010 by Wella
	Sage 50 2010 & Barclays Internet Banking - Supplier Payments (Preview) A little explanatory advice requested. As I understand it, if I want to do e-payments via Sage 50 2010 / Barclays Internet Banking, I would need to: (1) Make sure the payment method in the Supplier banking tab was set to BACS. (2) Make the payment in the normal way via the bank module for the supplier (3) S...	GrahamG	3	10082	Wed Dec 22 13:34 2010 by BackOfficeGroup
	Stock recording on Sage (Preview) Hello all I'm quite new to freelancing although I've been doing BK for employers for 10 ish years, mainly using Sage. My client runs her own business buying and selling groceries online. She started trading in March 09 and needs to file her first return online by early Jan, which I why I was brought in...	hellonwheels	7	3998	Wed Dec 22 11:15 2010 by Wella
	Advice on ICB software required (Preview) Hi guys, not sure if I am posting this in the correct place, I am doing Sage 50 accounts on a funded course but am actually going to be sitting the ICB exams, level 1, 2 and 3 computerised and manual bookkeeping exams. Could anyone please advise what software I need so that I can practise and buy or downloa...	Susie78	3	4008	Mon Dec 20 09:35 2010 by ICBUK
	Sage - Making account alterations after posting (Preview) Hi. I have a problem in that money paid on account has been posted to the wrong client ledger. 2 customers with the same name !!! How do you transfer the posting or do you simply credit the wrong one and put a new payment in on the write ledger ?	Bridget47	3	1867	Sun Dec 19 19:00 2010 by Rhianrach
	Reporting Options From Spreadsheets \| Open Office Calc (Mic Word too) \| Advice (Preview) Hi All, I'm a basic user with spreadsheets. I thought I was average, but after a little time googling possibilities and reading through (usually unhelpful) help docs, I can see there's far too much I'm unaware of! I'm attaching part of a spreadsheet I've created. I would like to do a report where ea...	Shaun UK	3	2056	Sun Dec 19 11:27 2010 by Shamus
	Barclays Business Software (Preview) Happy Saturday y'all, I have been approached by Barclays Bank to purchase their Business Manager software for myself and to potenially act as a re-seller for my clients. The Software includes: Quickbooks or Sage Line 50 - Annual Licence Clearly Business - Legal and HR Manager Business Plan Pro Mark...	RossDunn	7	8253	Sat Dec 18 18:24 2010 by bookkeepertim
	Sage Imports from Excel? (Preview) First Off: I have a good knowledge of Sage and am an advanced user of Microsoft Excel. Reading around Sage I can see that Sage provide a range of templates that will allow you to import data into Sage. Looking at these templates it looks like they are mainly focussed on the import of non-transaction data...	GrahamG	11	26538	Fri Dec 17 15:56 2010 by GrahamG
	Simple spreadsheet cash book - www.mycashbook.co.uk (Preview) At the risk of a little self-promotion, if there are any bookkeepers looking for a spreadsheet solution for cash book accounting, then please feel free to check out: www.mycashbook.co.uk This is a solid cash book, which can be used by individuals, community groups and small businesses / sole trade...	GrahamG	2	7504	Tue Dec 14 16:55 2010 by GrahamG
	Sage Data (Preview) I transferred a full back up from line 50 plus 2010 to line 50 Pro 2009 and it wouldn't generate a report. Does anyone know if it would work if I transferred a data backup only?	Rhianrach	4	1857	Mon Dec 13 18:13 2010 by Rhianrach
	Changing Invoice Headers on VT+ (Preview) Hi I run a security company and have recently started using VT+. Im really enjoying its ease of use but have one gripe which Im hoping someone can help with! Ideally I need to show the following headings on my invoices: Date Site Hours Worked Type Total Hrs Hourly Rate Total Is it...	Anya	2	1732	Thu Dec 9 13:28 2010 by Peasie
	Quickbooks balance sheet/P&L (Preview) Hi, I am trying to work out how to get an itemised balance sheet and profit and loss, the book-keeper before me was able to do it but having looked through the help and a brief spell on google, i can't seem to find it! Anybody able to shed some light on it? Using the Free version of Quickbooks SimpleStart, ne...	Nicola27	3	2002	Tue Dec 7 19:45 2010 by kimmcg
	eBay / PayPal (Preview) What is the best software for using with eBay for tracking, accounts, etc ?	ProBowlUK	1	1821	Sun Dec 5 20:32 2010 by BannanaMan
	What type of software for personal and small business use thats free (Preview) Hi, I am currently free lance bookkeeping for a local company, aswell as editing for a magazine and supplying my area with the local avon books. I have always used Sage for bookkeeping, but wondered if there was anything else out there free that would allow me to put my expenses in, send an invoice or tw...	Bluemary	1	1923	Sun Dec 5 10:04 2010 by Wella
	Searchable accounts software? (Preview) Hi all Need to pick brains! Can anyone recommend a package where the accounts are searchable? For example, I enter in all the expenses, allocating codes as appropriate. Then I try to reconcile it and find I am,say, £250 out. It would be nice to be able to call up a search facility that said 'Find all posti...	skakes	7	2231	Thu Dec 2 00:46 2010 by Quentin Pain
	Sage - Deleted items (Preview) Right this is really sending me round the bend, i have looked on sage help and can't find anything. 2 wierd things happening 1. some items that have been deleted do not shop up in red, they still say Deleted SI but are in black 2. I have items which are not deleted and do not say deleted SI but come up red! the...	Nicola27	2	3527	Tue Nov 30 01:01 2010 by Nicola27
	Sage line 50 printing invoices (Preview) Hi guys For some time I have been printing invoices on A4 sheets, but recently we got our stationary chaged to dotmatrix. I am trying to setup sage invoice to print on dotmatrix printer but for some reason the print runs into two pages. I have to print both sales orders and invoices and looks like the prob...	lostsoul	1	5095	Fri Nov 26 17:44 2010 by Donna CBK
	sage (Preview) Hi I have been asked to do an Invoice template on sage anyone know how to do this ... zoe	zoe Taylor	6	6534	Fri Nov 26 17:10 2010 by Donna CBK
	Looking for someone to design an invoice template in sage for me? (Preview) Hi as the title says I need to find someone who can design a template for invoicing in Sage which would include my logo and bank details. I have had a go on the report designer and am completely lost! Also how would I then get the invoice into my Sage to use? Any help gratefully received - willing to pay! Donn...	Confused	2	2851	Fri Nov 26 17:04 2010 by Donna CBK
	Sage CSV file import (Preview) Hi, Does anyone know is it possible to import csv files with purchase payments to credit suppliers accounts? I am doing bank and cash payments, purchase invoices to suppliers accounts,etc and it is fine but sage doesn't seem to accept payments on supplier accounts... Thanks	attilabenko	6	9722	Thu Nov 25 21:48 2010 by attilabenko
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