How to quickly create a batch of vendor bills and credit notes

How to make quick entries for vendor bills and credit notes in Sage Accounting.

The Quick Entries option lets you quickly enter expense invoices and credit notes for one or more vendors at the same time. This saves time if:

• You have many invoices or credit notes to enter
• You don't need to record them against a specific product record

 NOTE: To record the purchase of a specific product with a record, use the Bills or Vendor Credit Notes options instead. 

The quick entries list shows all quick entry invoices and credit notes you've entered for your business. You can view the list by selecting Quick Entries from Expenses.

Once you've entered a quick entry, you can pay it using a vendor payment. If you've entered a credit note, you can allocate or refund it as needed.

From the Quick Entries list, you can:

• Create a quick entry
• View details of an existing quick entry by clicking the relevant item
  • This shows all transactions entered for this quick entry
• Change or delete an existing quick entry
• Search for specific items by entering the vendor name or quick entry reference in the Type to search box
• Filter the list by date by changing the from and to dates
• Use the action toolbar to manage quick entry items

To add a quick entry

1. From Expenses, click Quick Entries.
2. Click New Quick Entry.
3. Enter the following information:

   Type *	To add an invoice, choose Bill, or to add a credit note, choose Cr Note.
   Date *	Enter the transaction date.
   Vendor *	Choose the vendor.
   Reference *	Enter a reference, for example, an invoice number.
   Ledger Account *	Choose the ledger account you want to use for this transaction.
   Details	If necessary, you can enter additional information about the invoice or credit note.
   Total	The total value of the invoice or credit note calculates automatically.

   * Indicates a required field.

4. To add more transactions, repeat the steps above and click Save.

To edit a quick entry

 NOTE: If you entered several transactions in the same quick entry window, editing one transaction won't affect the others.

1. From Expenses, click Quick Entries.
2. Click the transaction.
3. Edit the information as required and click Save.

To delete a quick entry

1. From Expenses, click Quick Entries.
2. Click the transaction.
3. Click Delete next to the line you want to delete.
4. Click Save.

 NOTE: You can't delete a quick entry if it's allocated to another transaction. Instead, unallocate it first.