Question asked by Frances Mackenzie 11 years ago
I'm trying to create retrospective invoices. when I try to save it .- message tells me not to leave bank bit blank. I have selected the bank acc the money was paid into. I have not entered any info in the band section other than the acc details. how do I resolve this.
Ah I see - the bank account part threw me off a little but yes it refers to the nominal code. Good to hear that's sorted and let us know if there's anything else we can help with.
Best answerHi Frances,
Can you send me a screenshot of the error message you are receiving? Please ensure all the required fields (marked with a red asterisk) have been filled out.
Many thanks. It was referring a drop down box on account + vat section which I hadn't looked at . I think I sorted it.
Ah I see - the bank account part threw me off a little but yes it refers to the nominal code. Good to hear that's sorted and let us know if there's anything else we can help with.
Best answerQ. If I want to record my petrol receipts or Mobile (I'm a sole trader) . do I have to create my self as an employee or create the petrol station or phone provider as a suppler?
also if I am entering the last financial years date should I just input all data for income and expenditure then import Cvs file from bank Statement or do it monthly.
Hi Frances,
Yes you will need to do both. When creating the expense you select yourself as 'employee claiming' and the petrol station/phone provider as the 'receipt from'.
For your second query, doing this monthly would be better unless there aren't many transactions. You may find it easier to manage this way but there's no problem with importing them in mass.
You must 