Could you explain how i incorporate the company credit card – when expenses are put on the card – should I input the invoices separately or can i create a payment that shows they were paid by the credit card. Can i export the credit card transactions into bullet?

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Could you explain how i incorporate the company credit card – when expenses are put on the card – should I input the invoices separately or can i create a payment that shows they were paid by the credit card. Can i export the credit card transactions into bullet?

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Peter Connor ⋅ Staff February 20, 2016
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Hi,
So anything that comes out of your company is a bill weather that’s paid by the company bank account, credit card, or your personal credit card. They’re all bills. 
Your credit card isn’t a bill but it contains bills, just like paying your bank account isn’t paying a bill but all the payments in your bank accounts are bills. 
When you click on the money out option in Bullet you’ll see you’re asked is this a credit card payment. Technically that’s just a bank transfer, but people think credit cards payments are ‘paying a bill’, so we change the language on it. 
You can simply create a bank account called “credit card”, and do an import like you normally would. 
Hope that helps Peter

#answer-2920
  1. doneill.roc11 February 20, 2016
    So do i put all the individual transactions on the credit card in to bullet as "Add bill / expense"? As I need to capture the VAT on some of them.
  2. Peter Connor February 20, 2016
    Yep. They're just a normal bill. Your credit card "bill", isn't a bill it's a collection of bills, fuel, printer toners, taxis etc.
  3. doneill.roc11 February 20, 2016
    I am having trouble importing a statement from my bank account - when I choose the file i am getting an error Invalid Header. What am i doing wrong?
  4. Peter Connor February 20, 2016
    Did you download our spreadsheet?
  5. doneill.roc11 February 20, 2016
    probably not - I exported a file from bankline - saved as CVS file. then tried to import it. Obviously the wrong procedure! How do I down load your spreadsheet?
  6. Peter Connor February 20, 2016
    Click other from the list of banks in the "rec", drop down and follow those instructions - everything is there you need.
  7. doneill.roc11 February 20, 2016
    Thanks - will try. I am probably going to be bothering you quite a lot in the nxt few weeks. apologies in advance!
  8. Peter Connor February 20, 2016
    No problem I'll just say this to you. Bullet is different to any other account product cause we've build a workflow onto of the accounting software.
    It's designed for play, as in discovery. You can add stuff and delete and not worry about anything bad happening.
    If you're doing anything crazy Bullet will stop you and if you do something really crazy you can just delete it, after Bullets screamed at you.
    So just try stuff and if it doesn't work try it a different way. That's why we've not help files or tutorials.
    :)
  9. doneill.roc11 February 20, 2016
    Click other from the list of banks in the "rec", drop down and follow those instructions - everything is there you need. - just not seeing where you mean. Where do i find "rec" drop.=?
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Peter Connor ⋅ Staff February 20, 2016
Public

Click Bank Accounts/Your Bank/Reconcile Bank Account/Other
Then you’ll get this page. All the instructions and a spreadsheet you can download.
The headers are the names on the column “money in”, etc they have to be identical so Bullet can read it. 

#answer-2921

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