Mulitple expenses/bills from the same supplier

JayC · ‎March 24, 2019

If I want to enter a batch of bills/expenses from the same supplier, am I right thinking they have to be from the same date? I see you can only enter one date when you list a batch. Most of mine are on different dates, although with some suppliers I do get 20-30 bills per month so to enter each one individually is much more time consuming that just listing as one batch.

If you can only do a batch from the same date, is it a problem (from an accounts point of view) if I put them all under one date (e.g 1st of the month for that entire month of bills/expenses)?

JessT · ‎April 14, 2019

Hi JayC!

I can see that you can save a lot of time if you lump sum all the bills each month.

The good news is you can do lump sum or enter them individually. However, I would agree with John C in this case. For record keeping purposes, we suggest entering them individually as this happens in the actual. If you choose the first option, I'd suggest you take a picture of your bills and attach them to your transaction. In addition, you can reach out to your accountant to get an advice about recording them.

If you need anything, please don't hesitate to reach out to us. We'll be happy to answer your questions.

Have a great day, JayC!

View solution in original post

John C · ‎March 25, 2019

Hi JayC

We recommend that you enter all bills separately however we do appreciate however this can be time consuming.

You could enter all the bills from the same supplier with the same date and enter each item individually or as one overall amount and then make payments as necessary.. The only issue with the later is that you may end up not knowing which bill the payment relates to.

We do not recommend entering all bills for a month under one bill.

JayC · ‎April 14, 2019

Hi, I think I was not clear, I do enter the bills individually however, for example, if I have say 5 bills (same supplier) dated 1st, 3rd, 10th, 12th and 15th of March, do I need to enter them all as completely separate bills or can I do them in bulk but under the same date? They will all still be listed individually with their separate billing amounts, but as you can only do them under one date it means I cannot put the actual date of the bill.

It is very time consuming to enter bills from the same supplier as completely individual bills each time. I have been grouping them under the same month so it should not matter in terms of VAT returns etc. I just don't know if I am missing something or if the only way is to enter them as separate bills (the same way as if I had bills from 5 separate suppliers)?

JessT · ‎April 14, 2019

Hi JayC!

I can see that you can save a lot of time if you lump sum all the bills each month.

The good news is you can do lump sum or enter them individually. However, I would agree with John C in this case. For record keeping purposes, we suggest entering them individually as this happens in the actual. If you choose the first option, I'd suggest you take a picture of your bills and attach them to your transaction. In addition, you can reach out to your accountant to get an advice about recording them.

If you need anything, please don't hesitate to reach out to us. We'll be happy to answer your questions.

Have a great day, JayC!

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Mulitple expenses/bills from the same supplier