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thewallstreetkid


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Sage bookkeeping helpful tips
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Hi

Can anyone please give the most efficient way of inputting the information into sage and getting the job ready.

Currently I follow as follows:

Sales invoices
Bank payin book
Bank receipts
Purchase invoice & Nominal invoices
Bank cheque book
Bank payments
Petty cash payments
other adjustments

I find that it will be helpful if an experienced member can guide me to be more productive and help with any short keys etc

Thanks

Roberto

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Gaynor


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If you click on Help top menu in Sage, you will see short cut keys listed its a drop down menu,
I dont think there is any special process to get the job done, you just input the info as you have it. I generally find that a bank rec, of all transactions squares things up, obviously you post sales and purchase invoices first, this should ty up with cheque payments and customer recp. and cash payments, incidentals you have purchased with cash would go through petty cash to the correct nominal code
hope thishelps I have tried to keep it simple
gaynor

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thewallstreetkid


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Hi Gaynor

Thank you for the help.
I am now assured that I am doing things right.
Was a bit worried initially :)

Regards
Roberto

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One today is worth two tomorrows !

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