Hey there, amazing viewers! If you found this tutorial helpful and you're interested in exploring the subject further, I have some great resources for you below! 🛠 Sage Accounting in Action: In my latest blog, discover effective methods to seamlessly allocate customer receipts to invoices within Sage Accounting. We transform this common challenge into a streamlined process for your business.--->>thefunaccountant.com/marking-customer-invoices-paid-from-split-transactions-in-sage/ 🚀 Sage Business Cloud Accounting Transform your business books in a breeze! 👉 Explore Now accounting.sageone.co.za/SignUp.aspx?ProductReferralReference=R571216 ⭐ Sage Business Cloud Payroll Empower your payroll processes with precision, ease, and speed. Discover more here: 👉 Explore Now app.payroll.sageone.co.za/#/register/client?referralCode=W28869 🌟 Wealthy Affiliate Are you eager to take your online business acumen to the next level? Discover an all-in-one platform that offers everything from website hosting and invaluable marketing tools to top-tier training by international experts. It's where I've honed my online skills and you can too! 👉Start your online journey for free with Wealthy Affiliate today: www.wealthyaffiliate.com/a_aid/cd877ab4/data1/RUclips%20Pinned%20Comment
Thank you so much. This helps so much with credit card batch payments. I have found opening another tab on your browser with the invoice list is an easy way to quickly get customer details per CC batch payments, especially if you use two monitors.
Thank you Ivan for sharing your experience and this incredibly useful tip! Opening another tab for the invoice list is a smart strategy, and utilizing two monitors is exactly what I am doing as well. I appreciate your input and am glad the video was helpful. 👍
@@NazRasputin I would go with Pastel's suggestion. Handle your petty cash like another bank account. You can refer to this video the exact time on How to add a bank account is 👉 32:50 Adding Bank Accounts--->ruclips.net/video/647ylAoc_QI/видео.htmlsi=Bk6mtUgMbrCSiyNg
Hi, this was very helpful. The only question I have is that I have received a payment from YOCO which takes their %. So how do you add the amounts taken off so that it can be allocated correctly when splitting the payments?
Hi there, I'm glad you found the video helpful! To handle YOCO payments where a percentage is taken off, you'll want to record the full amount settled as a receipt and then record the YOCO fee as a separate transaction labeled as a "Bank Fee" or "Transaction Fee." When reconciling, the net amount of both receipt and payment should balance to your statement. Thanks for your question!
For some reason when I create a split, one is account and one is customer, the customer one automatically allocate itself to an invoice and I cannot edit it. its just saying unallocated 0.00 and if I open the receipt at the bottom it say's : Cannot be edited: Printed, Allocated or Includes Discount.
Hi Johan yes that is a challenge, thanks for watching the question and thanks for your question. My solution: Leave the banking screen and head over to the customer>transactions>allocate receipts. Select the customer and then select display all invoices but narrow down on the date of invoices the receipt could have been allocated to. Unallocate the receipt by dragging it to the right "unallocate items" until you have unallocated the full amount. Now the invoice/receipt can be corrected. Use the same menu screen to reallocate the receipt. On complex splits this can take some time! and have done some good time on this! Anyway I hope this helps and reach out to me anytime you need some assistance. Louis Munro
Hey there, amazing viewers!
If you found this tutorial helpful and you're interested in exploring the subject further, I have some great resources for you below!
🛠 Sage Accounting in Action: In my latest blog, discover effective methods to seamlessly allocate customer receipts to invoices within Sage Accounting. We transform this common challenge into a streamlined process for your business.--->>thefunaccountant.com/marking-customer-invoices-paid-from-split-transactions-in-sage/
🚀 Sage Business Cloud Accounting
Transform your business books in a breeze!
👉 Explore Now accounting.sageone.co.za/SignUp.aspx?ProductReferralReference=R571216
⭐ Sage Business Cloud Payroll
Empower your payroll processes with precision, ease, and speed. Discover more here:
👉 Explore Now app.payroll.sageone.co.za/#/register/client?referralCode=W28869
🌟 Wealthy Affiliate
Are you eager to take your online business acumen to the next level? Discover an all-in-one platform that offers everything from website hosting and invaluable marketing tools to top-tier training by international experts. It's where I've honed my online skills and you can too!
👉Start your online journey for free with Wealthy Affiliate today: www.wealthyaffiliate.com/a_aid/cd877ab4/data1/RUclips%20Pinned%20Comment
Do not use Sir David Attenborough voice again!
Thank you so much. This helps so much with credit card batch payments. I have found opening another tab on your browser with the invoice list is an easy way to quickly get customer details per CC batch payments, especially if you use two monitors.
Thank you Ivan for sharing your experience and this incredibly useful tip! Opening another tab for the invoice list is a smart strategy, and utilizing two monitors is exactly what I am doing as well. I appreciate your input and am glad the video was helpful. 👍
@@TheFunAccountant Hi. How would you handle petty cash (only expenses)? According to pastel I should create a new bank account.
@@NazRasputin I would go with Pastel's suggestion. Handle your petty cash like another bank account. You can refer to this video the exact time on How to add a bank account is 👉 32:50 Adding Bank Accounts--->ruclips.net/video/647ylAoc_QI/видео.htmlsi=Bk6mtUgMbrCSiyNg
Hi, this was very helpful. The only question I have is that I have received a payment from YOCO which takes their %. So how do you add the amounts taken off so that it can be allocated correctly when splitting the payments?
Hi there, I'm glad you found the video helpful! To handle YOCO payments where a percentage is taken off, you'll want to record the full amount settled as a receipt and then record the YOCO fee as a separate transaction labeled as a "Bank Fee" or "Transaction Fee."
When reconciling, the net amount of both receipt and payment should balance to your statement.
Thanks for your question!
For some reason when I create a split, one is account and one is customer, the customer one automatically allocate itself to an invoice and I cannot edit it. its just saying unallocated 0.00 and if I open the receipt at the bottom it say's : Cannot be edited: Printed, Allocated or Includes Discount.
Hi Johan yes that is a challenge, thanks for watching the question and thanks for your question. My solution: Leave the banking screen and head over to the customer>transactions>allocate receipts. Select the customer and then select display all invoices but narrow down on the date of invoices the receipt could have been allocated to. Unallocate the receipt by dragging it to the right "unallocate items" until you have unallocated the full amount. Now the invoice/receipt can be corrected. Use the same menu screen to reallocate the receipt. On complex splits this can take some time! and have done some good time on this! Anyway I hope this helps and reach out to me anytime you need some assistance. Louis Munro
@@TheFunAccountant Thank you Louis, I will give it a go and report back.