Hassle Free Simply Accounting Data Entry

How Can I Enter the Data in the Most Efficient Way in Simply Accounting?

It all boils down to the way invoices, receipts, bank statement are organized. Here is how we do it and it works quite well. You need to categorize the receipts prior to entering the data into Simply Accounting. Organize all the receipts and invoices based on the way it was paid for. For example, clip all the visa receipts together, all the debit card purchases in another pile and so on.

Now pick up the pile that has all the visa purchases receipts. Open SA and start Purchases, Orders & Quotes module. At the top confirm that Transaction is set to Invoice, and Payment Method is set to Pay Later. You don’t need to change these settings while entering all the Visa rceipts. In the Invoice No. field type in something meaningful like maybe the type of credit card and the last 4 digits of the card. An example would be: Visa 1234. The rest of the fields are straight forward.

Later on when you search for for particular fiels in receipts, the invoice number gives you an indication of the purchase.

Good luck and if you have a question please leave me a comment and I will get back to you.