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SAGE INSTANT ACCOUNTS - initial reactions


Forum Editor

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Now that you have installed the software it's time to start using it. Over the next few days please experiment. Explore the software's functions and features, and find out how intuitive it is - do you find your way around fairly easily, or are there things which baffle you?

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Cara2

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PrefabSprout,

Your query re. N/C (you may have sorted it) 'nominal code' the basis for producing a set of accounts I think.

Every entry you make will have a nominal code. The codes are grouped and determine where the entry fits onto the balance sheet etc.

I don't know what the packaging states these days, but when I first purchased Sage years ago I read on the box something to the effect that no bookkeeping or computer experience was necessary. To fully appreciate the program and from experience, I wholly disagreed as the software sat on a shelf for a couple of year until I decided to pick it up again.

I found I had to go on a course to get my head around it. Suddenly it clicked and I have not looked back since.

However, I think for simply producing invoices etc. it will be easier to understand.

Hope that helps.

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flossydl2

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Ok, I've only set up Sage this afternoon and have spent the last few hours setting up company and entering on all sales and purchase data for April. Have worked out a way to enter sales that does not involve setting up new customers for each sale as car sales business so all are new customers. It is staright forward for me but then I'm used to using Sage Accounts Line 50 at work so I was surprised at how familiar everything looked.
My only problem is going to be VAT as second hand car sales the VAT is worked on a margin scheme. ie you don't pay vat on sales and reclaim on purchases of cars, you get the gross profit of each car and pay vat on that figure. This is simple if timeconsuming on excel not sure if possible in Sage, will investigate help menues

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Pine Man

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Thanks for that:-)

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mark2

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I assume you have received the goods and invoices > suppliers > batch invoice > enter your invoices > save the batch

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Pine Man

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I have my customers and suppliers. I have my bank accounts and I have prepared quotes, converted them to invoices and taken payments from customers for them BUT I can't get my head around products!

I can add products to the list and in doing so indicate who the supplier is/was, what they cost me and what I am selling them for but when I check my company the cost does not appear in goods purchased or show against the supplier that, I believe, supplied them. Should I be 'purchasing' them in some particular way so that I can, ultimately, pay for them?

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sunnystaines

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when you have excel set up just perfect, its very strange adjusting to sage, a very big learning curve i'm finding.

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woody

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It appears no one else is experiencing the "option" missing box's problem nor the missing portion of the words mentioned in my earlier post.

I therefore decided to load "sage" onto another test rig.
This is based on OS XP 32 bit with all the updates.
With this setup the options box's appear ok but part of the printing/words are still missing.
Am I the only one to experience this problem?

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PrefabSprout

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Having used spreadsheets for over 10 years to compile accounts, my first impression on starting Sage was 'woah!' this is going to take a bit of learning. I'm running the accounts for a cafe & mobile catering business using regular spreadsheets and now Sage Instant Accounts with a view to moving away from spreadsheets altogether which is why I was keen to try the software. It helps a lot that the financial year starts on May 1st, so I won't need to import any data.

On starting Sage for the first time and having created a user file, etc , I created 2 bank accounts and 2 cash accounts, which seemed fairly straightforward. Then I proceeded to enter a supplier, again fairly simple. Over the next few days, I will start entering transactions, so far so good, the help facility is pretty good, but one thing - unless I'm having a blonde moment, whats "N/C" I keep seeing on Bank Payments transaction forms?

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sunnystaines

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tried a couple of non vat exercises all went ok, taking a while to adjust to it after using excel for a long time.

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Pine Man

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Following an attack by a virus (nothing to do with sage) I have had to restore my PC with Acronis :-(

Prior to this I had carried out a back up of Sage onto a USB stick and the restore process went very smoothly and worked perfectly. The default option for back ups is data only but, luckily, I had ticked all of the boxes and it is back exactly as it was prior to attack :-))

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