New to VT+

This is more of a methodolgy question rather than a VT question. The approach would be the same as for any software.

Sort the records---->File---->Process into the software

Dear Blackfalcon,

As posted by aadil, it's much the same process as with any other accounts software. With VT you basically have two options:

1. create a VT Transaction + file and journal in the income, receipts etc, then transfer into VT Final Accounts;

2. enter straight into VT Final accounts as an ETB.

An accountant friend of mine prefers method one (but then all adjustments go back into VT Transaction +) whereas I tend to opt for method two (which basically harks back to the old days of using basic spreadsheets).

In practice, I tend to use a combination of the two, depending on the client, amount of information provided etc.

Either way, it's an excellent piece of software, and I'm sure you won't be disappointed!

I hope that's helped you out a little bit...

Regards,

Paul

If the client doesn't operate a business bank account, which is normally the case with a bag of receipts, we sort, and use the payments & receipts option to enter.