Mileage expenses
Problem reported by carl 9 years ago
Hi,
I have created a mileage expense. But instead of paying myself I want to put the money back into the business and add it to my directors loan. How do I do this?
SolvedSolvedSolved
HI Carl
Pay the bill to the DLA bank account (on the presumption you have one).
Hi yes I have a DLA setup by my accountant.
Sorry to sound stupid, I'm just getting my head around Clearbooks.
Once approved how do I pay it to the DLA?
Not stupid at all. Two questions:
1) is the DLA setup as a bank account? i.e if you click on Money does it appear under the bank account list? 2) when you approved the mileage did it create a bill payable to you?
Yes, it does show as a back account.
Yes, it has created a bill, so i need to pay the bill
Bingo. Just jump into the bill and use the Quick Pay feature to pay it off using the DLA - job done.
You can also use the same principle for other expense claims, salary payments and even dividends should you so wish.
ok i think i got it now.
It seems a lot of steps for something quite simple. Also i would have thought clearbooks would auto-fill obvious data
Thanks for your help
The whole expense/approve process is a bit long winded if it's just you but the system's in place to ensure employees can use it too.
As for having to 'pay' the bill to the DLA - the only other thing you can do is go to Settings > Toggle > Inv & Exp then select 'adhoc payments' under the expenses section. If you do the any mileage/expense claim will automatically be journalled to a specific balance sheet a/c (to be drawn at a later date) instead of creating a bill which then needs paying.
I personally like the whole 'bill' scenario but as with many things in Clear Books there's more than one way to achieve the same goal.
You must 