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Good Morning,
I am a long time Simply User and when I am entering purchases that are paid with a specific payment type, it used to hold the payment type until I would change it. For example, if I entered a bank service change and selected ‘cash’ as payment method, it would remember that payment method for the next type of payment. It now defaults to ‘Pay Later’ every time a new transaction is entered. Any suggestions on how to prevent this?
Hi Trevor
The payment type will not stay on the screen.
I have the same problem and it happened when I installed Sage 2017.0.
I am hoping with the new updates that Sage will correct this issue.
nk
Has the issue of the payment type not holding been addressed and fixed in release 2017-1
Hi Sunday
The issue of the payment type not holding will be resolved in the 2017-1 release.
Beside the payment type there will be a pin and that pin has to be clicked in order for the payment method to remain.
The new release should be available this month.
Hope this helped.
nk
I am using Simply Accounting by Sage premium 2010 and have been for about 2 years. This morning I went into:
Venders & purchases
Payments
I select Pay purchase invoice
And nothing opens on my screen? I click on the task bar on the bottom and it shows me that ‘Payments screen’ is open…but when I click on it nothing happens?? I use this regularly, why is my screen not displaying?
Hi Shantel
This happened to us at work.
You know how you can click and drag to expand cells in payment journal. you can adjust any journal screen to your viewing need.
What happened to us, we dragged and expanded it too much and it went off screen.
We found where it was and dragged it back.
hope it helps.
nk
I entered a payment but posted it under the wrong account, How do I change it?
Hi Susan
There was a wrong payment posted.
you need to completely delete the payment entry.
Open Payment Journal.
drop down Payment menu and choose Look up a Payment.
in the Search window. enter the vendor name and OK.
from Select a Payment window choose the payment you want to delete.
now from the Payment menu choose Reverse Payment.
It asks you if you are sure go ahead and click on Yes.
Your payment has been reversed. Now you can go back and pay the correct supplier.
Hope this helped.
nk
Where do I go to change a wrong entre on a payment?
Hi Susan
There was a wrong payment posted.
you need to completely delete the payment entry.
Open Payment Journal.
drop down Payment menu and choose Look up a Payment.
in the Search window. enter the vendor name and OK.
from Select a Payment window choose the payment you want to delete.
now from the Payment menu choose Reverse Payment.
It asks you if you are sure go ahead and click on Yes.
Your payment has been reversed. Now you can go back and pay the correct supplier.
Hope this helped.
nk
I am looking at the prepaid invoices. These were either cheque payments or paid out of the account. Although they were not prepaid. How do I change these payments from prepaid to regular out of the old bank account payments?
Hi Annette
You have a prepaid transactions you need to clear. I gather they are posted in the purchase journal and its showing up as red in color.
The way to clear it is to enter an invoice and link the two together and process.
you have to record an invoice in the same amount as pay later (accrual invoice) and post it to expense account. Just like a regular invoice that you normally would post for this supplier or vendor. than go to the payment journal and you will see the prepaid amount in red and your invoice. accept both of them and it will give you a zero balance. you can post it.
hope this helped.
nk
I am using Simply Sage Accounting 2012, and I need to enter a payment with money order but the amount owing is lower that the amount on the money order. Do i Enter the higher amount in the box that says Deposit amount I am trying to issue a receipt, please help.
Hi Jackie
You have a deposit to record but the amount is more than the sales invoice.
The higher amount can’t be recorded unless the sales invoice is changed to reflect amount paid.
What you can do is enter it as a regular invoice but with a – negative sign beside the amount and post it to you bank. So normally the account is the sales account but in this case will be the bank account.
So go to sales and at the top will be Pay Later and invoice number use the bank draft number. you can explain as to what happened in the Item Description and in the amount put -80.00 with no taxes and the account will be the bank account.
To check your entry click on Report and Display Transaction Entry. The bank account should be debited and the AR account credited.
Hope this helped
Nk
I would like to print a check and every time I do the software prints my logo. My checks come pre-printed and I would like to remove that option from the software. I currently purchased sage 50. How can I reformat this and remove my address from my checks.
Hi Anna
You want to print chq without your company name and logo.
from the home screen drop down setup menu – reports & forms – cheques – and choose the relevant cheque.
from this screen choose Customize Form
Blank out your company name and logo
click on File – Save as.
make a note of where its being saved.
click ok.
You should be ok now to print chqs. The system might ask if you want the same file name for payroll chqs, say Yes, if you do payroll with Sage program.
Hope this helped.
nk
Hi Anna
For adjusting your cheques see this tutorial.
I hope it will help you.
http://www.simply-accounting-tutorial.ca/adjust-pre-printed-cheques
I am trying to flip my session date from 2017 to 2017 and I keep getting this message that the accounts are not in logical order. There is a missing group Heading before account 1050??? But the program is working for 2016? I don’t get this message and don’t know what to do?
Can someone help????
Thank you
Hi Kim
Visit this link and a tutorial will be there for you.
http://www.simply-accounting-tutorial.ca/category/chart-accounts
I am trying to flip my session date from 2016 to 2017 and I keep getting this message that the accounts are not in logical order. There is a missing group Heading before account 1050??? But the program is working for 2016? I don’t get this message and don’t know what to do?
Can someone help????
Thank you
Hi Kim
the accounts are not in logical order.
in 2016 it did not complain but now that you want to advance ahead to 2017 it needs to be ironed out.
review the accounts carefully and look at the accounts before and after account 1050.
Some accounts will have letter A, T, G etc assigned to them.
see the account before and after account 1050 and take a note at the letter assigned to it. My guess is that it needs a G (Group Account)
To do this double click on the account number and under Type choose the G (Group account).
if you like visit this link and my tutorial will be there for how to set up accounts.
http://www.simply-accounting-tutorial.ca/category/chart-accounts
hope this helped.
nk
I am trying to change my year from 2016 to 2017 but it is saying,
The sum of your Customers’ information does not equal the current balance of account 1200 Accounts Receivable.
$0.00 Total Outstanding Invoices
$17,546.99 Current Balance of 1200 Accounts Receivable
_______________
-$17,546.99 Difference
Either your Customers’ historical information or the opening balance of account 1200 Accounts Receivable, or both, is incorrect.
I tried to make a new journal entry for this but my account 1200 doesn’t even show up for an entry.
Hi Lacey
Your trying to change from 2016 to 2017 but the sums are not correct in AR.
I made a tutorial for you and I hope it will help.
Click on the link below or copy and past into the URL.
http://www.simply-accounting-tutorial.ca/simply-accounting-tutorial/sub-ledger-and-control-account
nk
When moving forward to 2017, I mistakenly moved forward to 2018 – had a computer issue that made it appear it had not moved forward. Now I cannot put any entries in for 2018. How do I get back to 2017?
Hi Amanda
You wanted to move ahead to 2017 but due to a computer issue moved to 2018.
The easiest way is if you have a back up restore it and start over again.
Right now Simply sage 50 has entries in 2016 and the session date is moved to 2018 with no entries in 2017.
I am not sure when your business fiscal year end is but lets say its December 31,
So your finished with December 31, 2016 business year.
see what your session date is at, if it says January 1, 2018 leave it at that and you should be able to post entries in to 2017 business year with your session date being January 1, 2018 or ahead.
the system will prompt you each time and ask you if you want to post in last year and you can accept.
There are 2 draw backs – if you have payroll you have to calculate taxes manually. you can go online to http://www.cra-arc.gc.ca/esrvc-srvce/tx/bsnss/pdoc-eng.html
the 2nd draw back is if you have a corporation the accountant will give year end journal entries to make that belong to 2016. you can not post those entries into 2016 so just post them as of Jan 1, 2017 and update the financials.
Hope this makes sense.
let me know if you have any issues.
nk
We have just changed our fiscal year to 2017 but need to print invoices from 2016. When I try to search the invoices the date range only allows me to go back to 12/01/2016 and not 01/01/2016. I have searched through settings/information and the dates are all correct there. How do I resolve this?
Hi Amanda
I created a tutorial for you.
See if this helps.
Drop me a note if you have more questions.
http://www.simply-accounting-tutorial.ca/uncategorized/2-ways-of-getting-sales-invoice-printed
Thanks Nooshin
My version of simply is old so I use version 2. My problem is with the dates. On the search box the earliest date it will let me enter is Dec 1, 2016. My year end was Dec 31, 2016 so shouldn’t I be able to see all invoices from last year? I cant print anything before Dec 1 which is very frustrating, and the date will not let me change it to any earlier.
HI Amanda
Please see the tutorial on how to print sales invoices when you have advanced to next fiscal year.
http://www.simply-accounting-tutorial.ca/simply-accounting-tutorial/print-sales-invoices-after-advancing-next-fiscal-year
Hope this helps.
give me feedback on how your doing.
nk
Hi Amanda
Another thought came to mind.
the reason why you can not access sales invoices and you can only see Dec 1, 2016 to Dec 31, 2016 could be due to Data Clearing.
When you are going to advance from one fiscal year to another the system asks you “If you want to clear the data”
If you answer Yes, than the data will no longer be available to you.
You probably don’t remember if it did or not.
If you have a backup prior to advancing to 2017 you may want to restore it and start from Jan 1, 2017.
nk
I have 2 receiving accounts but 2 names one is Ben and the other one Benoit. They are the same guy. How can I put them together? One transaction was in 2013 unde Ben but the recent one is last week under Benoit. Is it possible to put them together
Hi Carole
You have two customers with the same name.
First decide which one you want to keep.
I suggest you keep Ben because it is easier to move a current invoice over than moving an older invoice.
I created a tutorial and hope it will make it easy to follow.
Here is the link.
http://www.simply-accounting-tutorial.ca/simply-accounting-tutorial/merge-two-customers-with-same-name-together
Let me know if have any questions.
nk
when I start a new year it jumps to 2017 when I want to make entries for 2016, starting in January. When I try restore it goes to 2014 and won’t let me go forward to 2016 or 2015. Please help as I am a broke student who needs the money to survive.
Its ok I figured it out. I restored to 2014, and posted again to get to 2016. My bad. Thanks anyways!
if I want to use departments, did I need to set it up during the creation of the company? It won’t let me turn it on. I have Simply ccounting 2012
Hi Suzanne
You can setup departments at any time.
I made a tutorial so its easy to setup.
Follow the link or copy and paste into the URL.
http://www.simply-accounting-tutorial.ca/simply-accounting-tutorial/department-setup
I hope this helped.
If you have any questions please let me know.
nk
Hi. I just switched to Sage Pro 2016. My year end was Dec 2016 and on my previous sage premium program I already did my AJE’s. I am now in the history mode and have everything pretty much set up. I entered all my previous chart of account amounts in through general journal. My issue now is that when I go to “finsh entering history” and move on to start my new 2017 year I get an error…
The sum of your Customers’ information does not equal the current balance of account 1200 Accts Receivable.
$0.00 Total Outstanding Invoices and Prepaid Order
$3,879.75 Current Balance of 1200 Accts Receivable
_______________
-$3,879.75 Difference
I read an earlier post with a similar question but it did not help me. If I enter the invoices in my history from Dec 2016 it unbalances the 1200 acct even more. We were paid for these invoices but not until Jan 2017 which is in my new year, which I cant seem to get to…
I don’t know how to move forward… please help!
I’m not quite sure how to move on
Hi Melissa
Glad you saw a similar post but it did not help.
Ok, we need to take a step back.
As of December 2016 what was the balance in the AR. If it was $3,879.75 Debit balance than your sub-ledger AR needs to reflect the same balance.
Even if you have to create a customer called “2015 December AR Balance” do it and drop that amount in there so you can move forward into next year.
nk
im in purchase journal to post invoice: I selected “pay later” and vendors name; Entered invoice number and date
But it jumps back to “cash” paid from checking account when i am about to enter quantity and item description.
how can i fix this? anybody
HI Grace
Your in purchase journal and the system wont stay on “Pay Later” mode.
It could be that the system is on Cash Accounting.
To check drop down the Setup menu on home screen – Settings – Company – System.
note if “Cash Basis Accounting” is not checked.
If that’s not the case.
open up the Vendor profile (where the name, address etc of the vendor is recorded)
under options tab there is a section “Default Payment Method” check see if its set to Pay Later.
Hope this helped.
nk
Hi Grace
Check out this link.
I did up a tutorial and hope it will help.
http://www.simply-accounting-tutorial.ca/simply-accounting-tutorial/purchase-journal-remain-on-pay-later-mode
thank you..
i wil chek on this and i wil let you know what happen. God bless!
The system is not set to Cash-Basis Accounting and I do not have a default payment method option under the options tab in my vendors. That option is the only option I am missing when comparing the tutorial you sent me.
hello Nooshin!
The system is not set to Cash-Basis Accounting and I do not have a default payment method option under the options tab in my vendors. That option is the only option I am missing when comparing the tutorial you sent me.
Hi Grace
if the Payment Method Option does not pop up in the vendors
Your version of Sage 50 must be different than mine.
It could be something in the purchase journal.
Can you open up the purchase journal and from the top:
Transaction = Invoice
Payment Method = Pay Later
Paid From option should not show up when your in pay later mode.
Do me a favor, can you go through the above exercise step by step and let me know exactly at which point the cash option pops up.
Is it as soon as the vendor name is selected or when your deeper into recording the vendor invoice.
I think the issue is either in the vendor setup profile or in the purchase journal.
nk
Hi Nooshin:
i did the step by step after selecting the vendor’s name however when i am entering the invoice number the payment method is changing from Pay later Mode to cash.
The system is not set to Cash-Basis Accounting and I do not have a default payment method option under the options tab in my vendors. That option is the only option I am missing when comparing the tutorial you sent me.
How do you open a backup from a USB from previous years
Hi Brenda
You need to restore a backup file from a USB.
I did a tutorial for you.
Click on the link below or copy and paste it into the URL.
Hope it helped.
http://www.simply-accounting-tutorial.ca/simply-accounting-tutorial/how-to-open-backup-from-usb
nk
An accountant’s copy
this is the first year of operation and we dont open a back up. We are working in the program ongoing. All backups are saved to the system. NO need for an accoutants copy. We make accountants year end entries ourselves.
I am attempting to run March month end reports, Tax Detail and General Ledger in Sage Pro 2012.
An error message appears advising I cannot utilize March 31 as the month end date and directed to utilize March 20th instead (last loaded payment date).
What steps are required to enable these reports to print March 1-31?
Hi Doug
Not sure exactly how to help.
I am thinking maybe the session date is not set to March 31.
Lets find out.
At the home screen click on Maintenance – Change Session date.
Make sure the date reflects the period end date of March 31.
If this does not help.
on the home screen drop down the Setup menu – Settings – Company – Information.
On the right hand side of the Information screen there are fiscal year end dates.
Just look them over and make sure the dates do represent the company start and finish date.
Make changes if need be.
Sage 50 is date sensitive.
Hope this helped.
I like to know how you did.
Let me know if you have any other questions.
nk
Good afternoon. I’m using Simply Accounting Basic. I have a vendor who has written off the debt that I owe them, as they are no longer in business. How do I enter the outstanding debt owing to this vendor into my Simply books to eliminate the balance in my account payables.
Hi Shirlety
You need to reverse and invoice in accounts payable.
I did up a short tutorial for this.
click on the link or copy and paste into URL.
http://www.simply-accounting-tutorial.ca/simply-accounting-tutorial/accounts-payable-reversing-an-invoice
Hope it helps.
nk
Thank you for the information. This method of inputting the reversal transaction worked perfectly.
How to post Employee Benefits with a credit amount on Simply. Our Co. got a credit amount from a Benefit Provider. My Question is how to Post it?
Thanks,
MCOR
HI Maria
you received a credit amount from your benefit provider and want to post it.
This should be done in account payable.
open the vendor name in the payables as if you are going to post a regular invoice.
in the amount colum simply put a – (negative) sign beside the amount.
so if its $50.00 it will be -$50.00 and post it to the Employee Benefit account in the expense section of the chart of account.
hope this helped.
nk
Hi! Nooshin,
Thank you so much for sharing and giving your time for helping others like me. It is greatly appreciated.
MCOR
Hi. We are a non profit organization. I have to post a check in the journal. The check is for supplies purchased. I debit our bank account but not sure which account to credit.
sage 50 pro v 2017.2, memory error when trying to post general journal entry, accounts 1060 and 2685, plenty of memory 8G. any resolution?
Hi Fred
Sage is telling you low memory.
Did this happen when you had another program running in the back ground taking up memory?
Sometimes uninstalling and installing Sage would help.
Check your computer make sure you have enough RAM.
Try this web site for more information.
http://sagecity.na.sage.com/support_communities/sage_50_accounting_ca/f/sage-50-ca-messages/67117/help-memory-error-message-when-processing-invoice
Hi Fred
Sage is telling you low memory.
Did this happen when you had another program running in the back ground taking up memory?
Sometimes uninstalling and installing Sage would help.
Check your computer make sure you have enough RAM.
Try this web site for more information.
http://sagecity.na.sage.com/support_communities/sage_50_accounting_ca/f/sage-50-ca-messages/67117/help-memory-error-message-when-processing-invoice
Does simply accounting allow you to scan invoices or do EFT payments?
Hi Angie
Sage does not have a scan capability but you can do EFT payments.
You need to contact a third party and the one I use is Beanstream.
I use them for payroll direct deposit and paying suppliers.
The link is below.
http://www.beanstream.com/home/
Hope this helped.
nk
I had an issue trying to add journal entries to my current year, took my computer in and the repair person change it to the new year before I did the entries. Anyway to get back to the previous year?
HI Carol
You had an issue trying to add journal entries.
Sage will accept entries even if you have advanced to the next year.
ex: lets say your fiscal year end is Dec 31, 2016 and you still have entries to make in that year.
but now your data is advanced to January 1, 2017. the new fiscal year.
remain in the current year January 1, 2017 and back date all the entries that need to be made in 2016.
Sage will give a warning that the entry is being back dated just accept and move on.
Hope this helped.
nk
We now use Microkey from Florida. Want to switch up to simply. Questions:
1. Will simply perform recurring monthly billing of different amounts?
2. Can the transition be seamless or do we need to reload 40000 customers into simply?
3. Does simply have a scheduling module?
HI Brien
As far as I know you can set up recurring transaction in simply but it will not be automatic.
You still have to call up each transaction and record.
for the scheduling module, simply might have a 3rd party software that you can install and will be compatible with simply.
I know for some other modules like Automatic payroll and supplier deposits (EFT) their is a separate software that works with simply.
hope this helped.
nk
I created and processed receipt #320 in simply 2010, then discovered I entered the wrong amount. When I try to select the same receipt # to adjust or look up it does not identify the #. However, if I select to create a new receipt the next # is 321, which leads me to believe the system did create the 320 file.
Why can’t I select receipt 320?
Hi Kim
the receipt number can not be found.
Another way to recall it and make the adjustment you need is to call up a GL for the bank.
Go to Report, Financials and General Ledger and choose a wide range for date and choose the bank account.
Scroll down the GL report and when you find it click on the Source Number and the original entry should open.
than click on Receipts and Adjust Receipt. this will release the entry and you can make your adjustment.
process when done.
hope this helped.
nk
Hi,
We are using Sage 50 for payroll. It calculates the paycheques for us and seems to be doing this right. My problem is when I go to remit the taxes and record it. It seems to take the amount off twice. Please advise how to fix this?
Hi Julianne
The source deductions (CPP, EI and Tax) are being taken off twice.
For CPP and EI only, there is an Employer portion and an Employee portion.
Ex: on my paychq there is 15.90 EI and 27.80 CPP being deducted.
When you go to remit the source deductions to CRA you will see 22.26 in the EI account (15.90 is being x by 1.4% = 22.26)
and CPP 55.60 (27.80 is x 2 = 55.60.)
You will be remitting to CRA EP 22.26 and CPP 55.60.
Tax portion remains the same as deducted from paychqs.
Hope this helped.
nk
When I print out the Tax Detail from the report, some of the numbers do not match to the numbers we entered in the sales invoices. Please kindly advise what happen?
Hi Ming
To double check your numbers, print a general ledger of the GST accounts.
Go to Reports – Financials – General Ledger or (Transactions by account)
type in the dates that you want the report to print and choose the GST account numbers and print.
Double check the numbers this way. They should match.
I actually don’t remit the GST by printing the Tax Detail report.
I go directly to the source and print out the general ledger.
The reason why the numbers are different could be due to adjusting the GST prior to posting.
So the GST comes up automatically on the invoice and you adjust it for whatever reason it might still record the original.
For GST and Source deductions I always print the general leger and pay the balance shown on the report.
hope this helped.
nk
Hi, We lost our bookkeeper at the beginning of November and she unfortunately left us in a mess. I have no training and have never used simply accounting before. We are using Pro2010. I have a few questions, at the moment I have figured out the basics, of entering and paying invoices and recording daily sales. Our year end was 27th November it wont allow me to enter anything past the end of November. Firstly how do I move forward to allow me to enter from December onwards and if I do so can I then still enter in 2017 if required. Also our payroll calculations have been done by the owner manually and nothing entered since 9th November. If I move to a new year will we be able to go back and enter payroll calculations from then until end of November. Also how do I backup everything that I have done so far and check that previous backups were carried out. Finally does the program allow us to issue a record of employment for an employee who has left and issue T4s, if so how do I do this. Sorry for all the questions if you can help me in anyway I would be very grateful
Hi Lynne
You lost your bookkeeper and have some questions about sage.
I put together a tutorial hoping it would answer your questions and help you with some of the issues.
follow this link and if you have any other questions please let me know.
http://www.simply-accounting-tutorial.ca/uncategorized/advance-to-next-year-payroll-calculations
nk
Thank you for your response. Unfortunately, we were so far behind that I was trying to enter as much as I could to try and see where we were up to and so was able to change the session date to December 2017. Our financial year end was 30th November and therefore when I close off the year end it needs to be up to this date. I was able to enter payroll and invoices received and paid for December so am I now able to close off the year end up to 30th November only. Thank you so much for your help so far.
I accidentally started a new year twice now my session date is Jan 1,2019 how can I go back to Jan 1,2018 ???
Hi Lucu
The session date is not correct.
A most recent backup would have to be restored and the date be set accordingly.
you can try putting the session date back to what it should be and see if the system will accept.
The session date pops up at start up, if not, on home screen drop down Maintenance menu and choose session date.
hope this helps.
nk
My new fiscal year should be Jan 1/18. It now says Jan1/20
HELP PLEASE?
Hi Lucu
The session date is not correct.
A most recent backup would have to be restored and the date be set accordingly.
you can try putting the session date back to what it should be and see if the system will accept.
The session date pops up at start up, if not, on home screen drop down Maintenance menu and choose session date.
hope this helps.
nk
None of the above worked?
I cannot my change session prior to Ja/20
I accidentally went too far when
how to recording Purchases transactions on credit basis and cash basis?
Hi Anushka
You need to record purchase journal on credit.
the link below with show you a tutorial.
http://www.simply-accounting-tutorial.ca/category/accounts-payable-tutorial
Hope it helps.
nk
I accidentally advanced my New Year to Jan/20
How do I go back to Jan/18 ?
Hi Lucy
You accidentally advanced session date to Jan 2020 but should be Jan 2018.
The easiest way is to restore a backup so it sets the date as of Dec 31, 2017 and close off the year again with session date Jan 2018.
Otherwise try this, open Sage to home screen and from the maintenance menu choose Session Date.
change date to Jan 1, 2018.
Hope this helped.
nk
We need to pay WSIB premiums for a three month period. How do I obtain a report which shows the employees gross earnings for any three month period so that I can calculate the premium.
HI,
I am using a 2008 Simply Accounting program. WHen i do up the invoice, and I choose a payment by visa, the invoice changes to show the payment with a PAID stamp on the invoice, however when I email it directly from that invoice paid,it doesn’t show up as PAID. How can I rectify that?
Hi Heidi
You’re trying to send a paid invoice to customer and you want the paid to show on the invoice.
Try to post the invoice first and then emailing it to customer.
If it’s an invoice that has already been saved (ex: a net 30 day) the payment would have to be applied first before the invoice will be recognized as paid.
Hope this helped.
nk
We are working with an old SA 2007 I believe. I record expenses and payments, bank info and payroll. The administrative staff record sales and receipts. I was asked by them today why certain paid sales invoices dated back in 2012 are still showing up in the aging report under the 60+ column even though their balances are zero. Thanks.
Hi Mary
You still seem to have outstanding receivables on your aged report.
It could be that someone has posted Advance Payments or Deposits and it was never cleared out.
Look into customer receipt journal and see if there are any stand alone deposits or advance payments that might be posted.
This happened to me and I back tracked and sure enough I has recorded some invoices twice.
good luck
nk
We have so many new employees all the time that are usually a one time job. What’s the best way to input them and pay them? In the employee section we have hundreds upon hundreds in there already, seems a waste, so then we tossed the idea around of entering them in the vender section and just giving them a t4A. Is there a proper section and protocol for this? Thank you…
Hi Kelly
You have many employees and do not want to set them up as employees.
If they are doing one job and are gone they could be classed as sub-contractors.
A sub-contractor is one who sets their own hours, has own tools for the job and come and gets the job done and you pay them via invoice.
they have to have their own WCB number, if not, than they will fall under your WCB. at the end of the calendar year you have to give them a T5018 form and sill out a T5018 Summary for CRA.
A worker with a T4A at the end of the year is someone you set hours for and used your tools on the job.
I think a T4A setup will be better for you and you could set them up as vendors.
At the end of the year you have to tally up all their payments and manually put them on a T4A slip. as well as you have to fill out a T4A summary.
They will be responsible for paying their own Tax and CPP at the end of the year which might not be attractive to them.
Hope this helped.
nk
How can I create a purchase order? I’m new at this.
Hi Irene
You want to use the Purchase Order module of Sage 50.
I created a short tutorial for you.
follow the link and I hope it helps.
http://www.simply-accounting-tutorial.ca/category/accounts-payable-tutorial
I posted a cheque in the general journal. I debited the bank and credited the revenue account. I allocated the entry to the project. When I look at the Project Allocation Detail Report, the revenue amount is doubled. Any suggestions?
Hello, I am using an old 2005 version of Simply. I wanted to use preprinted cheque numbers but cannot determine if this is possible. All I see is a computer generated cheque number.
Thanks for your help.
Hi William
You need to update cheque number
I did up a tutorial for you.
Follow the link or copy and paste into url.
hope it will be helpful.
http://www.simply-accounting-tutorial.ca/accounts-payable-tutorial/cheque-number-sequence
nk
In Simply Accounting 2012, I renamed a payroll income “Netting”, then set up this income in the PR setting Income list. Then modified employee and put a tick in the “use” column.
when I create his paychq, this income is not showing.
Hi Diane
Your setting up a new payroll income category called “Netting”
you have covered all the steps, except look into the setup portion by:
from home screen drop down the Setup menu and choose Settings – Payroll – Income.
look at the Netting income that you setup. there are other fields such as:
Income Type Unit of Measure cal tax etc….
Make sure these fields are filled out as well.
hope this helped. let me know if there are any other questions.
nk
I HAVE NOT FINISHED THE UPDATING OF PURCHASE..RECAP AND AP INV REGISTER WAS THERE IN FILE HOW CAN I SEPARATE THIS TRANSACTION FROM OTHERS INSIDE DAILY TRANSACTION IN ORDER TO UPDATE OR WHAT WOULD I DO
Hi Meann
You want to separate a transaction.
I am not quite understanding the questions.
But once a transaction is done and posted you can only delete and re-enter the entry or you can adjust the entry.
Hope that is the correct answer.
please let me now if its unclear.
n.
I am using Sage Simply Accounting 2011.
I keep getting emails from Sage saying the old systems will no longer be supported after March of next year. How important is this? Is there a chance my old system will just stop working at some point? They want me to update. If I do update to 2019 version, how will this affect my present version? Will it cause me problems?
Hi Ann
you have 2011 version and are wondering if you should update.
if your 2011 is working well you do not need to update.
if you have payroll than you need to update to get the proper payroll deductions but other than that your 2011 is fine.
if you do decide to update nothing will happen to your data and your data will update to the new version.
You will notice some cosmetic changes but your data will update to the new version with no problems.
hope this helped.
n.
I am using Simply Accounting 2007.
In Setup-Settings-General(Accounts)-Numbering it will not let me unhide “show account numbers in transactions” or “show account numbers in reports”. The check marks are frozen and it won’t let me un-check them.
How can I fix this so I can un-check these boxes?
Hi Phil
Transaction number is not being displayed and or turned on.
maybe you have multi user version of simply.
If there is another person logged in they have to log out for you to make that change.
hope this helped.
nj.
Hello I can add an employee but can’t seem to make them active
Hi Cidy
the employee added is not active.
in the Payroll Ledger where the name, address, pay rate and so on of the employee is recorded, check the Inactive Employee box is not checked off.
2nd – under the Income tab – there is a Use colum and a Income colum.
check there is a check mark in the Use colum for every Income related field.
Hope this helped.
nj