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A Dummy's Guide to Sage One - Accounting for Money In

A Dummy’s Guide to Sage One – Accounting for Money In
21 Nov 2016
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A Dummy’s Guide to Sage One – Accounting for Money In

Step One

  • This is the screen that will appear once you have opened your Sage One Start account.
  • At the top right hand side of the screen there is a large red circle with a + sign in it, click on this

sage 1

Step Two

  • A box should then open, click on the ‘Money In’ option

sage 2

Step Three

  • This is the screen where you enter the transactions that go into your bank account

sage 3

  • You can select a Customer (or add a new one) in the ‘Contact’ section
  • Select which bank account this receipt applies to by using the drop down under ‘Paid into Bank Account
  • The date received (if on cash accounting for VAT or are not VAT registered) is the date that this transaction entered your bank account
  • The ‘Reference’ section could be used to enter your invoice number
  • The ‘Category’ section is a drop down list of codes for you to select which is most relevant, sales is usually 4000
  • The ‘Details’ section could be used to enter the description of your sales invoice
  • If you are VAT registered, it should automatically calculate your VAT (make sure to select the correct rate)
  • Click on ‘Save’ or ‘Save and Add Another’ and you are all done!
  • You have now entered on your first money in transaction
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