2 answers

Peter Connor Staff August 14, 2016
Public

Sure. Are you VAT registered?

#answer-3810
  1. maevemd August 14, 2016
    Yes
  2. maevemd August 14, 2016
    But, when I enter a date 2/2/205 and to be paid in 14 days - it states "You must enter a valid date"
  3. maevemd August 14, 2016
    We have just signed up to use the system, and are a small company in operation since 2014
  4. maevemd August 14, 2016
    but would like (if possible) to enter 2015 invoices retrospectively starting at 1/1/2015
  5. Peter Connor August 14, 2016
    "But, when I enter a date 2/2/205 and to be paid in 14 days - it states "You must enter a valid date"
    2/2/205 isn't a valid date you're missing the 15, 2/2/2015
    Just check that and come back to me.
  6. maevemd August 14, 2016
    Sorry - that was a typo on this msg - I actually picked date from calendar
  7. Peter Connor August 14, 2016
    Ah. No problem.

    Sure you can create an invoice right back to 1/1/2011. I created one here. http://recordit.co/CryZfbBpE0
    You'll have to make sure you've the right VAT rates for that period.

    Pete
  8. maevemd August 14, 2016
    That's great, I would like to enter from 2015. VAT rate is correct.
  9. maevemd August 14, 2016
    Do you know why I'm getting invalid dates error?
  10. Peter Connor August 14, 2016
    No, I'm going to login to your account and have a look.
    Pete
  11. Peter Connor August 14, 2016
    Hi M,
    I was able to create one there for you.
    Cheers Pete
  12. maevemd August 14, 2016
    Great thanks for that. I didn't use Advanced Options to choose date, I just used the current calendar beside the date field. I will enter one now - thanks
Peter Connor Staff August 14, 2016
Public

Sure. It’s not an advanced feature. Maybe that’s not what you meant.

#answer-3811
  1. Peter Connor August 14, 2016
    Anyway let me know how you get on. If you're VAT registered it will generate all the VAT returns between then and now. You can just click on those VAT returns and on the right you'll see "mark as paid", that will close the return.
    If you're migrating accounting products you can import bank statements too.
  2. maevemd August 14, 2016
    That's great - it worked.
  3. maevemd August 14, 2016
    Just one more query - does the system not generate Invoice numbers automatically?
  4. maevemd August 14, 2016
    I find it hard to believe, to create a new invoice, I would have to know the previous invoice number.
  5. Peter Connor August 14, 2016
    You're right that would be hard to believe.
    Invoice numbers increment by 1 you can see here. http://recordit.co/j7t4oiwU0s
    So if you had Inv No: DJDH23 the next one would be DJDH24
    If you had 100, next would be 101 and so on.
  6. maevemd August 14, 2016
    Super - just saw that it is incremental and automatic, which saves me having to remember! Thanks again

Please login or Register to Submit Answer