Hi I am still trialing your accounts package. Very straightforward so far, but, We have two bank accounts for the business one I use as a holding account for eccess money until needed and the other the chequing account. How do I show transfers betwween accounts. I.E. if I need to pay say a vat bill I will transfer the money from the holding account to the Chequing account. but I do not want to show it as additional income received . My only other gripe is that I along with a lot of small businesses enter my accounts perhaps once every three months when I complete the vat return. There appears to be no way of entering many invoices or receipts one after the other without starting from scratch or looking at a customer and having a list of payments made to date.
Thanks
Tessa
Hi Tessa,
To create the second bank account, click menu File > New > Accounts. Ensure the type is 'Asset' and set the name to 'Holding Account'. You can then record a transfer between bank accounts by creating a General Transaction as described here:
http://www.solaraccounts.co.uk/help/how-to-record-a-bank-transfer.php
When entering invoices, you can click the small icon at the bottom-left of the window to keep it open after the invoice is saved. Unfortunately there is no equivalent for other transaction windows - I'll record your email address to be notified in case we add this feature to other windows in future.
To view all transactions for a customer, right-click on a row in the Customers list and select 'Show Related Transactions'. The filter at the top allows you to show only payments received.
Regards,
