Specific Free Agent questions

[Louisa@AardvarkAccounting]

Hmm - I don't seem to have that option - it seems to be pushing me towards creating a project and timeslips and then invoicing from that ?

If you go into 'Work' and then 'Invoices'. You can then add your invoices. Once you have got past the first screen, this will show the draft invoice.

You can then click 'Add Invoice Item' where you will be able to enter the quantity, days, description and day rate in the unit price.

There is then a tick box underneath that says 'Add this to your Price List' and it will remember it for next time.

If you are just adding one line, click 'Create and Finish'.

HTH.

[northernladuk]

Hmm - I don't seem to have that option - it seems to be pushing me towards creating a project and timeslips and then invoicing from that ?

Have you asked your accountant?

[radish2008]

If you go onto work > invoicing > add new invoice > select the contact and add the date and invoice reference > create new invoice at the bottom > add invoice item and follow the steps as per the previous message.

ahah. thanks for that - didn't realise you could add details once 'create new invoice' had been clicked. liking it even more now. thanks for the help.

[radish2008]

Have you asked your accountant?

haha - you're my 'go to guy' for FA queries.

[northernladuk]

haha - you're my 'go to guy' for FA queries.

You are so screwed

[SeanT]

Ooh, I didn't know you could split the transactions, I've been using a journal entry to transfer 243 from salary to childcare vouchers...

I still can't work out how to do this! Just added another journal entry (which is easy enough)

[SeanT]

P.S. this should become a sticky imho

[Louisa@AardvarkAccounting]

I still can't work out how to do this! Just added another journal entry (which is easy enough)

You need to go to the bank payment that you want to split.

Then click on 'more options'. This will allow you to then overtype the amount. For example, if the payment was £1,000 in total, you wanted to take out £243 for childcare, then you'd change the bank payment to £243, choose childcare costs and explain transaction.

The remaining £757 will then show up on the bank section as an 'unexplained' transaction for you to explain.

HTH

[SeanT]

Excellent, thank you!