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  • AutoEntry Mobile App

    Did you know you can use the AutoEntry App to quickly capture an upload invoice details when you're on the go? The mobile app is ideal for accountants, bookkeepers, business owners or anyone who generally needs to upload invoices and receipts. Using your…
  • Record expenses reimbursement

    Hi all, How do you record a reimbursement on expenses paid from a personal bank account? I have a personal bank account, so I've created a transfer, but then reconciliations are a mess. Do I set up my self as a supplier and create an invoice? Im grateful…
  • View attachments in lists

    Is there a view or report that shows whether an expense transaction has an attachment? We upload a copy of every purchase invoice/receipt. Doing year end, I need to know if any are missing. The purchase invoice list shows if there is an attachment…
  • Vacation Pay - confused about expense vs liability

    Looking at an Income statement for a period, under Payroll Expenses is "Wages & Salaries" along with EI and CPP employer portions. Clicking on "Wages & Salaries" here opens its General Ledger and Vacation pay amounts are not included. Do we have something…
  • Live Webinar - Company credit cards and employee expenses - Recording now available

    In this session you'll learn the technique of recording company credit card transactions in to your accounts and making a payment. This technique can also be used to track and record employee expenses. This session has now taken place but you can access…
  • VAT rounding in Other Payment

    I'm struggling to accurately enter an expense in 'Other payments'. My receipt has inc and exc VAT amounts shown, so I've entered those and all is correct - until I get to the total paid, which is a penny out. Obviously Sage is not recording rounding…
  • Job Site Employee Allocation Issue

    Hi There, I am currently using Sage 50, I am having an issue with employees time sheets not showing under the job they are allocated too. There for I can't see the total Expenses against a Job. When I add in a timesheet for an employee, I am allocating…
  • Setting up accounts to show expenses and assets

    We are in the final stages of building a house that we will rent out. I have set up a project to track expenses and revenue, but not entirely sure on the accounts to use. Would I set up an expense account for appliances 5115 and an asset account 1840…
  • Sage Accounting - Expenses/Sales Taxes/Location

    I have just installed the cloud version on my Mac. The first invoice I entered was from SAGE! Given that Sage is in BC, and I am in Ontario, it will not let me enter the invoice without adjusting BC Sales Taxes. It should only care about the Ontario…
  • Expenses period to align with open Fiscal period

    In GESEXS Expenses Form Entry, the default period is dictated by the parameter PRS > EXP > EXPSTRDAT and EXPENDDAT. You can amend the period on the expense form by clicking the period button, but some users forget to do this. If the default period range…
  • Accounting For Employee Purchase on Account

    Hi we had an employee use a company account to purchase an item, we paid it already, he now has paid us the cash for the purchase. What do I post and where... do I do a GL entry where I credit the expense account and debit the bank where I am depositing…
  • Recording startup expenses before trading

    Hi All, I have a stack of expenses for equipment purchased before trading, these have all been bought on my own card and I have invoices for all. Should I be waiting for the company to have money in the bank before claiming them back or is it better…
  • How to Pay Expense Reports through Payroll

    I have Sage 50 payroll and now have a Sales Person who I need to reimburse his expenses. How do I set this up to do to include with his payroll?
  • Covid-19: Manage your remote workforce with a 6-month free trial of CakeHR by Sage

    Remote HR management, no obligation, no stress. Activate 6-month free trial Bring your remote workforce closer by signing up for a 6-month free trial. CakeHR lets you track, manage, and engage your people remotely, as you would in the office.…
  • Report showing expenses by month

    I must start with, I know very little about this software. I am working with a colleague who works with Sage, but I am trying to help research this issue. I have a very specific need and am wondering if there is a way to do this within the software. Ultimately…
  • Covid-19: Manage your remote workforce with a 6-month free trial of CakeHR by Sage

    Remote HR management, no obligation, no stress. Activate 6-month free trial Bring your remote workforce closer by signing up for a 6-month free trial. CakeHR lets you track, manage, and engage your people remotely, as you would in the office.…
  • Covid-19: Manage your remote workforce with a 6-month free trial of CakeHR by Sage

    Remote HR management, no obligation, no stress. Activate 6-month free trial Bring your remote workforce closer by signing up for a 6-month free trial. CakeHR lets you track, manage, and engage your people remotely, as you would in the office.…
  • Covid-19: Manage your remote workforce with a 6-month free trial of CakeHR by Sage

    Remote HR management, no obligation, no stress. Activate 6-month free trial Bring your remote workforce closer by signing up for a 6-month free trial. CakeHR lets you track, manage, and engage your people remotely, as you would in the office.…
  • Covid-19: Manage your remote workforce with a 6-month free trial of CakeHR by Sage

    Remote HR management, no obligation, no stress. Activate 6-month free trial Bring your remote workforce closer by signing up for a 6-month free trial. CakeHR lets you track, manage, and engage your people remotely, as you would in the office.…
  • importing employee expenses and external invoices into Sage 50

    Hello, I'm new to Sage 50 and I am currently looking into automating uploads for employee expenses and external invoices. From what I have seen so far online I under that this can be done from a CSV or text file. However, when looking at various resources…
  • Sage Salary & Supplier Payments

    Afternoon All, Is anyone using the Sage Salary & Supplier Payment add on for Sage 50 and if so how are you find it? My firm sends around 100 supplier payments per month and this is what i am particularly interested in automating and turning paperless…
  • Recording Purchase Receipts In Sage 50

    Hello, I am working with a client that uses the business card for a lot of small purchases and provides the receipt as an expense. Meals, Transporation, Small tools/hardware. I did not want to enter these as a "payable" individually and began compiling…
  • T&M Billing for Dividing Pro Rata Tenant Operating Expenses in NNN Leases

    Sale 100 Contractor is the installed accounting software... may acquire commercial NNN leases where expenses are budgeted.. then audited at fiscal EOY. Has anyone used T&M Billing to share these expenses? Any other recommendations for using Sage 100 Contractor…
  • PDF attachment at line level

    With the expenses module, can there be a way to attach a PDF for each individual line if required, rather than just allowed at the form level.
  • Owner used own funds((interact) to pay for expenses Sage 50 Canadian edition

    owner used his own personal bank account to pay(interact) for some opening expenses on new business he has opened. A account that I will not be reconciling. He did this before a seperate bank account and visa were set up. This a partnership. How would…