{"id":21893,"date":"2021-09-02T18:03:17","date_gmt":"2021-09-02T17:03:17","guid":{"rendered":"https:\/\/bigredcloud.com\/?page_id=21893"},"modified":"2022-04-01T11:22:15","modified_gmt":"2022-04-01T10:22:15","slug":"frequently-asked-questions","status":"publish","type":"page","link":"https:\/\/bigredcloud.com\/en\/frequently-asked-questions\/","title":{"rendered":"Frequently Asked Questions"},"content":{"rendered":"[vc_row type=”full_width_background” full_screen_row_position=”middle” column_margin=”default” equal_height=”yes” content_placement=”middle” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” bg_color=”#ffffff” scene_position=”center” top_padding=”2%” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” id=”header_row” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_color=”#faf6ee” shape_divider_position=”bottom” shape_divider_height=”140px” bg_image_animation=”none” shape_type=”curve”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” tablet_text_alignment=”center” phone_text_alignment=”center” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Frequently Asked Questions” font_container=”tag:h1|text_align:center|color:%231e2020″ use_theme_fonts=”yes”][divider line_type=”No Line” custom_height=”20″][vc_custom_heading text=”Up to date news and information from Big Red Cloud.” font_container=”tag:p|font_size:24px|text_align:center|color:%23757575|line_height:34px” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][divider line_type=”No Line” custom_height=”10″][\/vc_column][\/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” top_padding=”4%” bottom_padding=”4%” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/3″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left”][vc_column_inner column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color=”#f6f6f8″ background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” el_class=”faq-menu” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_wp_custommenu nav_menu=”222″][vc_widget_sidebar enable_sticky=”true” sidebar_id=”nectar-extra-sidebar”][\/vc_column_inner][\/vc_row_inner][\/vc_column][vc_column column_padding=”padding-4-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”2\/3″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” el_id=”bank”][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Bank” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][divider line_type=”No Line” custom_height=”10″][divider line_type=”Small Line” line_alignment=”default” line_thickness=”4″ divider_color=”accent-color” animate=”yes” custom_height=”10″ custom_line_width=”100″][divider line_type=”No Line” custom_height=”10″][\/vc_column_inner][\/vc_row_inner][toggles style=”minimal” accordion=”true” accordion_starting_functionality=”default”][toggle color=”Default” title=”Where do I enter non-supplier payments such as wages, PAYE etc?”][vc_column_text]These are always entered in the PAYMENTS BOOK as they are either cheques, dd\u2019s or transfers going out of your bank account. Be sure to select the correct bank a\/c at the end of the page, before clicking on \u2018Add\u2019. You would NEVER enter these payments in the CASH Book unless it is an actual payment in hard cash.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I transfer funds from deposit a\/c to current a\/c when current a\/c is our main active a\/c?”][vc_column_text]I\u2019m trying to print the bank payments summary page and when I do it\u2019s only printing half the page even after changing to landscape. What should I do?[\/vc_column_text][\/toggle][toggle color=”Default” title=”My bank statement amount is different to the amount I entered. How do I correct?”][vc_column_text]If it is a payment, find it in PAYMENTS BOOK under the relevant month, highlight transaction, click on \u2018change\u2019 and enter the correct amount. If it is a lodgement, find it in CASH BOOK under the relevant month, highlight transaction in CASH IN, click on \u2018change\u2019 and enter the correct amount and save. On the CASH OUT side you need to also correct the lodgement amount and save. The corrected transactions can now be ticked as reconciled on the Bank Reconciliation.[\/vc_column_text][\/toggle][toggle color=”Default” title=”I did my bank reconciliation, ticking off everything etc and had it balanced, but the next day when I went into it some things had ‘unticked’ themselves and my balance was all wrong, why had my work from the previous day not held?”][vc_column_text]If you click \u2018Change\u2019 on a bank transactions this will automatically un-tick that transaction from the bank ledger. If this is not the cause, please contact our support team.[\/vc_column_text][\/toggle][toggle color=”Default” title=”Wish to make payment entries from second bank a\/c how do I log into\/nominate the No. 2 bank a\/c?”][vc_column_text]In the Payments Book there is a white field at the bottom of the screen, click the arrow button to the right of it, from there you can choose which bank account to make the payment from, click \u2018Select\u2019 and then make the payments book entry.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I transfer money from one bank account to another?”][vc_column_text]Click on PAYMENTS BOOK, at end of page select Bank Account paying out the money, click on Add. Where you see \u2018Transfer\u2019 select the Bank Account receiving the money. Then complete the entry as normal and save.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How to perform a bank reconciliation on Big Red Cloud?”][vc_column_text]Go to LOOKUP, Bank Accounts, Highlight Bank and click on ledger. A new screen displays ledger transactions. Click on \u2018Outstanding Only\u2019 to see only transactions not reconciled. Tick the box for each transaction that appears on your bank. When finished \u2018Close\u2019. Then click on \u2018Reconcile\u2019 and a new screen appears. Enter Bank Statement Balance. If all is in order \u2018discrepancy\u2019 will be zero. If any discrepancy shows, recheck your statement against items marked as reconciled.[\/vc_column_text][\/toggle][toggle color=”Default” title=”In the Cash Book what is the difference between ‘Save’ and ‘Save\/Lodge’?”][vc_column_text](1) What you need to think about is \u2018what is happening in real time?\u2019 (2) If you receive a cheque or a number of cheques into the company from customers, enter them into the Cash Book as a Receipt \u2013 in this case you would simply hit Save on each cheque. (3) Then when you wish to lodge this money to the company\u2019s Bank account you Add a Payment in the Cash Book and select the bank account and enter the money into the lodgement section. (4) If something was transferred straight into the bank account e.g. from Revenue or a customer paying a bill then you enter the amount as a Receipt and then select Save\/Lodge option. This will prompt you to select a bank account and click Save.[\/vc_column_text][\/toggle][toggle color=”Default” title=”What should I enter as an opening Bank Balance for my Bank Accounts?”][vc_column_text]You should enter a reconciled opening balance, i.e. Bank Statement balance +\/- outstanding items.[\/vc_column_text][\/toggle][toggle color=”Default” title=”Outstanding Entries”][vc_column_text]Outstanding entries in the bank account refer to amounts that remain unpaid\/unreconciled(ticking of said items in the bank ledger) When performing a bank reconciliation, generally, whenever a transaction has been entered in Big Red Cloud, but not yet received into your bank account, this item would be Outstanding.[\/vc_column_text][\/toggle][\/toggles][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” el_id=”miscellaneous”][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Miscellaneous” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][divider line_type=”No Line” custom_height=”10″][divider line_type=”Small Line” line_alignment=”default” line_thickness=”4″ divider_color=”accent-color” animate=”yes” custom_height=”10″ custom_line_width=”100″][divider line_type=”No Line” custom_height=”10″][\/vc_column_inner][\/vc_row_inner][toggles style=”minimal” accordion=”true” accordion_starting_functionality=”default”][toggle color=”Default” title=”Is there a way to try out Big Red Cloud’s cloud accounting software before signing up?”][vc_column_text]Big Red Cloud offer a free 30 day trial so you can fully experience our accounting software without any commitment \u2013 we don\u2019t even require a credit for a trial. That\u2019s how confident we are that after your trial, you will want to join over 35,000 customers that use our accounting software.[\/vc_column_text][\/toggle][toggle color=”Default” title=”What kind of support do Big Red Cloud offer?”][vc_column_text]Big Red Cloud offers unrivaled customer support so you can contact our team by phone, email, live chat as well as view our how to guides and videos.[\/vc_column_text][\/toggle][toggle color=”Default” title=”Is cloud accounting software secure?”][vc_column_text]Big Red Cloud is a secure and reliable accounting software which ensures your data is protected at all times.[\/vc_column_text][\/toggle][toggle color=”Default” title=”What is the difference between cloud accounting & traditional accounting?”][vc_column_text]Cloud accounting software is similar to traditional accounting software, only the accounting software is hosted on remote servers. This means that you can\u00a0manage your invoicing, VAT and purchases so easily from any location and at any time on a range of different devices.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How much does Big Red Cloud’s online cloud accounting software cost?”][vc_column_text]Big Red Cloud\u2019s online cloud accounting software costs \u20ac28 a month and this includes full local phone support as well as free training.[\/vc_column_text][\/toggle][toggle color=”Default” title=”Will I be able to access Big Red Cloud if my Internet is not connecting or working?”][vc_column_text]NO \u2013 you must have a working internet connection in order to be able to work on the Big Red Cloud.[\/vc_column_text][\/toggle][toggle color=”Default” title=”Downloads are not appearing in Google Chrome?”][vc_column_text]When printing reports\/invoices\/statements Big Red Cloud downloads them in PDF format. In some cases, the downloads window does not display in Google Chrome. Users may see a blue arrow move towards the bottom of their browser screen, or they may see nothing happen at all when they press print in the report screen. To show the downloads window by default: (1) Open a new tab within your Chrome browser. (2) Type \u2018about:flags\u2019 in the address bar and click \u2018Enter\u2019. (3) Scroll down to: New Downloads UI Mac, Windows, Linux, Chrome OS. Disables the download shelf. Will show the new downloads UI as it is implemented. (4) Click \u2018Disable\u2019. (5) This will switch to Enable. (6) Close your Chrome browser and Reopen it. (7) Login to Big Red Cloud again. (8) Run your report again. (9) Print your report again \u2013 You should now see the blue arrow move towards the bottom of your browser, and the downloads \u2018window\u2019 will appear along the bottom with the report showing in it.[\/vc_column_text][\/toggle][toggle color=”Default” title=”What are the keyboard shortcuts?”][vc_column_text]Unlike Big Red Book, the keys F2 \u2013 F6 are not keyboard shortcuts in Big Red Cloud Pressing the Tab key allows you to navigate between data fields Pressing F7 will bring up the lookup window for whatever field the cursor is in when the cursor is in one of the analysis categories, pressing PgDn will automatically enter the net amount[\/vc_column_text][\/toggle][toggle color=”Default” title=”What does ‘See the inner exception for details’ mean?”][vc_column_text]Please contact our support team if you receive any errors in cloud as the error can refer to different things.[\/vc_column_text][\/toggle][toggle color=”Default” title=”I am trying to migrate my master data but keeps saying ‘migration failed – because company is not empty. How do I resolve this?”][vc_column_text]To import your old BRB data, the Cloud company must be blank. If you are getting this message then entries have been made. Delete the company and Add a new company and retry Import.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How would you change the account from euro to sterling as some of our invoices are sterling amounts?”][vc_column_text]Cloud is a single currency package. For sterling supplier invoices you can either enter the Euro equivalent, or deal with the exchange difference when payment is made.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I import an excel file containing Customer & Supplier Master data”][vc_column_text]Please contact our Support Team regarding this. We can issue you with the spreadsheet and advise you on the import process.[\/vc_column_text][\/toggle][toggle color=”Default” title=”I am asked to refresh my screen, how do I do this. I am being told that my info cannot be saved of another user?”][vc_column_text]There is a refresh button on the web browser that you are using. This button differs on different browsers (but it generally appears beside the address bar). Regarding any error messages you get in big red cloud, please contact our Support Team.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I download reports to Excel?”][vc_column_text]Along the top of report after displaying it there will be image of floppy disk also known as the save button. Click on this and will give you option to download in a number of formats including excel.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I set up abbreviations for Name and Details entries when entering a transaction?”][vc_column_text]Click Lookup \u2013 Abbreviations \u2013 Add (add the full word that you want to show here), click Save. Close out of the dialog box and when adding the cash payment type in the first letter of the abbreviation in the relevant field(s) and it will show that abbreviation and you can select it.[\/vc_column_text][\/toggle][toggle color=”Default” title=”Cash Withdrawals, Do they go into the cash book as a receipt or are they just put in the payments book as cash withdrawal and do I put them into a petty cash account or general account in the nominal ledger”][vc_column_text]It\u2019s worth considering what effects on the books\/banks that you want this transaction to have within the software. Cash book receipts are any money coming into the company, cash payments are any money leaving the cash book (to go to supplier or bank etc), Payments book deals with any money leaving the bank. So use whichever book\/section of the book as relevant. Regarding which nominal to use, we cannot advise on this as they are your accounts, if you check with your accountant they should be able to advise.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I reconcile my cheques?”][vc_column_text]Click into \u2018Help & Support\u2019, \u2018Big Red Cloud Help\u2019, \u2018User Guide\u2019, and read the Bank Account section (for full information). But basically, when you have added the cheques to the software, click into \u2018Lookup\u2019, \u2018Bank Accounts\u2019, highlight the relevant bank account, click \u2018Ledger\u2019, and tick off the items on it as you see them on your actual bank statement, click \u2018Close\u2019, click \u2018Reconcile\u2019, choose what month (up to and including) that you are reconciling, choose the Bank Statement date, enter the Bank Statement Balance and look to see if there is a discrepancy.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I update my billing details?”][vc_column_text]Log into the Administration section of cloud, click Subscription, click Billing Info, click Edit, fill in the fields as required and click Update.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How can I allocate older payments for Customers\/Suppliers?”][vc_column_text](1) Use the Lookup Option and highlight the Customer\/Supplier and then select Ledger. (2) Click into the payment that you wish to allocate and Select Allocate. Displayed will be all of the Outstanding Invoices simply select the invoice\/invoices you wish to allocate the payment against.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I print the summary pages on one page? When I print, half of the text is missing.”][vc_column_text](1) When you have the report on your screen, go to \u2018printer setup\u2019 in the top right hand corner, then change the orientation (i.e. if it is landscape, then change it to portrait. If it is portrait, change it to landscape). (2) Then print the report.[\/vc_column_text][\/toggle][toggle color=”Default” title=”I can’t seem to be able to print within Big Red Cloud?”][vc_column_text]Please ensure that you allow popups for the domain app.bigredcloud.com\/ in your browser settings.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How to: Use Your System’s Default Print Dialog instead of Chrome Print Preview.”][vc_column_text]Chrome recently implemented a built-in print dialog that, by default, gives you a preview of your print job in a new tab and handles all of your printing needs without going through your operating system\u2019s default print dialog. To disable Chrome\u2019s Print dialog: (1) Open a new tab within your Chrome browser. (2) Type about:flags in the address bar and click \u2018Enter\u2019. (3) Scroll down to: Disable Print Preview Mac, Windows, Linux, Chrome OS. Disables an in-tab preview of a print operation and use the system print dialog instead. This flag will be removed from this page in the next version. (4) Click Enable. (5) This will switch to Disable. (6) Restart your Chrome browser. (7) Login to Big Red Cloud again. (8) Run your print job again \u2013 Chrome\u2019s print dialog should not appear and your OS print dialog should be in use instead.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How to deal with cancelled cheques.”][vc_column_text]Cancelling a cheque to a supplier: Option 1 If allocations is NOT switched on you could do a Negative cheque to the supplier in the cheques journal and this will look after both the bank and the suppliers ledger correctly Option 2: If Allocations is switched on The effect of a written cheque is as follows: \u2013 The bank has been decreased by the amount stated on the cheque \u2013 The supplier account has been decreased by the amount stated on the cheque In order to amend this (when the cheque is cancelled): \u2013 The bank needs to be increased by the amount stated on the cheque( this money never left your actual bank account) \u2013 The supplier account needs to be increased by the amount stated on the cheque (the supplier never actually received this money) To do this: \u2013 The increase to the bank account is shown as a cash receipt in the cash book, for the amount stated on the cancelled cheque and detailed as cancelled cheque. \u2013 No account code is selected (it is non ledger) and the amount should be analysed under a \u2018cancelled cheque\u2019 category \u2013 this will need to be set up in your analysis categories. If no categories are available you can analyse it under \u2018sundry\u2019 or a similar category. \u2013 Using the Save\/Lodge function will lodge this cash receipt directly to your bank account, thus increasing the amount in the bank account. \u2013 The supplier account can be amended by doing a journal adjustment on the supplier (creditor). \u2013 The option to do this can be found under \u2018Books\u2019, \u2018Journal Adjustments\u2019, Creditor Journals\u2019. \u2013 Selecting the supplier account code and detailing the adjustment as cancelled cheque will allow you to amend the account accordingly. In order to reconcile your bank account for the cancelled cheque \u2013 you can \u2018tick\u2019 the original cheque against the new lodgement of the cash receipt. Cancelling a cheque from a customer: Option 1 If allocations is NOT switched on you could do a Negative cash receipt to the supplier in the cheques journal and this will look after both the bank and the suppliers ledger correctly Option 2: The effect of a cheque received is as follows: \u2013 The bank has been increased by the amount stated on the cheque \u2013 The customer account has been decreased by the amount stated on the cheque In order to amend this: \u2013 The bank needs to be decreased by the amount stated on the cheque( this money never left your actual bank account) \u2013 The customer account needs to be increased by the amount stated on the cheque (the customer never actually paid this money) To do this: \u2013 The decrease to the bank account is shown as a correction in the cheques journal, for the amount stated on the cancelled cheque and detailed as cancelled cheque \u2013 the reference selected is \u2018COR\u2019. \u2013 No account code is selected (it is non ledger) and the amount should be analysed under a \u2018cancelled cheque\u2019 category \u2013 this will need to be set up in your analysis categories. If no categories are available you can analyse it under \u2018sundry\u2019 or a similar category. \u2013 Saving this will decrease the amount in your bank account. \u2013 The customer account can be amended by doing a journal adjustment on the customer (debtor). \u2013 The option to do this can be found under \u2018Books\u2019, \u2018Journal Adjustments\u2019, \u2018Debtor Journals\u2019. \u2013 Selecting the customer account code and detailing the adjustment as cancelled cheque will allow you to amend the account accordingly. In order to reconcile your bank account for the cancelled cheque \u2013 you can \u2018tick\u2019 the original cash receipt lodgement against the new cheque journal correction.[\/vc_column_text][\/toggle][toggle color=”Default” title=”Is Big Red Cloud Windows 10 compatible?”][vc_column_text]Big Red Cloud is supported by Big Red Cloud Limited on the following editions of Windows 10 \u2013Windows 10 Pro, Windows 10 Education and Windows 10 Enterprise. Big Red Cloud is supported on the in-market supported servicing branches of Windows 10 including \u2013 Current Branch, Current Branch for Business and the following Long-Term Servicing branch(es) \u2013 Windows 10 Enterprise 2015 LTSB[\/vc_column_text][\/toggle][\/toggles][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” el_id=”purchases-book”][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Purchases Book” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][divider line_type=”No Line” custom_height=”10″][divider line_type=”Small Line” line_alignment=”default” line_thickness=”4″ divider_color=”accent-color” animate=”yes” custom_height=”10″ custom_line_width=”100″][divider line_type=”No Line” custom_height=”10″][\/vc_column_inner][\/vc_row_inner][toggles style=”minimal” accordion=”true” accordion_starting_functionality=”default”][toggle color=”Default” title=”What is the difference between Payments in CASH BOOK and PAYMENTS BOOK?”][vc_column_text]You would use Payments in CASH BOOK for payments made by CASH only. Payments in CASH BOOK is also used to make lodgements to your bank. PAYMENTS BOOK is used for all payments, both Supplier and non-supplier, as these are coming out of a Bank Account. Be sure to select the correct bank a\/c at the end of the page, before clicking on \u2018Add\u2019.[\/vc_column_text][\/toggle][toggle color=”Default” title=”Can I move a purchase record to a different month?”][vc_column_text]No it must be deleted from the wrong tabbed month and then added to the correct tabbed month.[\/vc_column_text][\/toggle][toggle color=”Default” title=”In the Purchases book, can you set that the invoices go in alphabetical and not by date order?”][vc_column_text]By default it will always be in date order but it can be changed by simply clicking on the header for the accounts and selecting whether want it going from a-z or z-a.[\/vc_column_text][\/toggle][\/toggles][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” el_id=”sales-book”][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Sales Book” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][divider line_type=”No Line” custom_height=”10″][divider line_type=”Small Line” line_alignment=”default” line_thickness=”4″ divider_color=”accent-color” animate=”yes” custom_height=”10″ custom_line_width=”100″][divider line_type=”No Line” custom_height=”10″][\/vc_column_inner][\/vc_row_inner][toggles style=”minimal” accordion=”true” accordion_starting_functionality=”default”][toggle color=”Default” title=”How do I allocate\/unallocate a payment against an invoice”][vc_column_text]A. You must have allocations switched on \u2013 Go to Setup \u2013 Options and say Yes to the message. Ensure that Receipts\/Payments Manual allocation is set to yes and click save. As you enter in receipts (from customers) or payments (To suppliers) when you click on save the system will ask you to allocate it against a specific payment. You can Auto allocate ( which will allocate the full amount of the payment against any specific invoice) or you can click allocate (323. which will allow 323you to allocate portions of the payment against different invoices) B. To unallocate ( reverse and allocation) you need to click into the Ledger ( Lookup \u2013 Customer\/Supplier \u2013 Highlight the customer\/supplier and click into the ledger \u2013 highlight the payment that you wish to reverse and select View and then View Allocations. Click on the invoice that you wish to reverse and select Reverse Alloc and the Click Save[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I record a credit note? How do I print a credit note?”][vc_column_text]1. For a customer \u2013 go to Sales Book, Add Sales invoice, in the INV\/CRN field change to Credit note. Enter in the details of the credit note and save. 2. For a supplier \u2013 Purchase book \u2013 Add \u2013 enter in the total, vat, net amount s all as minus figures 3. For the credit note \u2013 highlight it and click print.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do you edit the Invoice layout?”][vc_column_text]Go to Help & Support and Big Red Cloud Help. Type \u2018Form Design\u2019 into search box and you will find a page with full instructions and a Video tutorial.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I change customer account codes?”][vc_column_text]You cannot change an existing customer account code.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I email a statement from reports?”][vc_column_text]To email statements first need to make sure the company email has been setup. To setup company email go to setup and company details then select email. Put in the relevant information for company email. You will also need to have the customer email in the customer details you do this by going to lookup customers and change and input customer email. When go to do statement there will be option to email.[\/vc_column_text][\/toggle][toggle color=”Default” title=”Is there any way I could check back and see what statements I have sent out by e-mail”][vc_column_text]Only to see what statements have been sent out already is to BCC yourself all statements going out so you have record of them.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I issue an invoice? Each time I enter data it tells me I have not entered the net amount correctly.”][vc_column_text]The amount that goes beside the Analysis Category(s) on the right is Unit Price X Quantity[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I add bank details to a sales invoice?”][vc_column_text]Please contact our support team regarding changes to invoice design[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I write up an invoice?”][vc_column_text]Click into the Sales Book, click into the tabbed month you want to add the invoice, click \u2018Add\u2019, click \u2018Sales Invoices\u2019, choose the customer\u2019s account in \u2018A\/C\u2019 field, fill in any other fields if required (number, comments etc.), click \u2018Add\u2019 under the Detail section to add line items, click \u2018Product\u2019 if you want to add setup products to your invoice, type in Details as necessary, type in the Quantity, Unit price and Vat Rate & enter the amount of (unit price x quantity) into or across the Analysis Category(s), click \u2018Save\u2019, add other line items if necessary or click \u2018Cancel\u2019 if you do not want to add ore, click \u2018Save\u2019, click \u2018No\u2019.[\/vc_column_text][\/toggle][toggle color=”Default” title=”Why is the Euro symbol missing from the invoice format? How do I get it onto the format?”][vc_column_text]Click \u2018Utilities\u2019, \u2018Form Designer\u2019, click Invoice, (if you have already made changes to invoice form design click the blue \u2018Save\u2019 button to the right, so that you can \u2018Load\u2019 this if necessary), click \u2018Modify Current Layout\u2019, maximise the screen that opens, highlight the field where you want to enter the euro symbol too, double click it, type in the euro symbol at the beginning of the field (CTRL, ALT, 4), click the blue \u2018Save\u2019 button along the top of the screen, click the white \u2018X\u2019 along the top right, and then click the white \u2018X\u2019 on the dialog box.[\/vc_column_text][\/toggle][toggle color=”Default” title=”I’ve just refunded a customer that paid us twice. How do I account for this on the system?”][vc_column_text]You need to show the money leaving the bank account \u2013 Open Payments Book and add \u2013 do not select A\/C Code but enter the customer details into the name and specify refund in the details, enter the amount and then analyse the amount into a relevant category ( you may have one for refunds). TO fix the customer account to show the money is coming off their ledger go to Debtor Journal and Add, select the A\/C code and put in the amount of money, if you are asked for a nominal, chose the relevant nominal account that you require and click Save.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I unallocate a payment against an invoice?”][vc_column_text]Go to \u2018Lookup\u2019, Customers, Highlight Account, Click on Ledger, highlight payment to be unallocated. Click on \u2018View\u2019 then on \u2018View allocations\u2019, then click on \u2018Reverse Alloc\u2019 and close.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I pay off a credit invoice against an existing invoice?”][vc_column_text]Assuming that you are using manual allocations and that you wish to allocate a credit note against an invoice. You will need to enter a receipt for the customer in question and enter it with a total of 0.00, when you go to allocate this receipt you can allocate the credit note against the invoice on the allocations screen.[\/vc_column_text][\/toggle][toggle color=”Default” title=”When I print my invoice the total line or last line is missing?”][vc_column_text]Check printer page settings, i.e should be set to A4. If this does not work you may need to change the invoice settings. Go to \u2018Utilities\u2019 and \u2018Form Design\u2019. Click on icon \u2018Modify Current Layout\u2019. Check the page settings here. The end of the page is identified by the black line where the green meets the white. You may need to drag the line down slightly.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I create a credit note?”][vc_column_text]Select SALES BOOK, click on \u2018Add\u2019 and tick Sales Invoices and OK. On the dropdown box below date (Inv\/Crn) select Sales Credit Note.[\/vc_column_text][\/toggle][toggle color=”Default” title=”I want to print an invoice without having the toolbar showing!?”][vc_column_text]First of do not use CTRL+P to print invoice it will only print what is on the screen including the toolbar. To print invoices in the cloud first they need to be downloaded this can be done by clicking printer on the top left hand side it should auto download in PDF format if it doesn\u2019t there is drop down menu select adobe DPF from the list then click the save button(Looks like floppy disk). Once the invoice is downloaded you will be able to print it.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I print a list of the invoices I have created?”][vc_column_text]To print off a batch or list of invoices in Big Red Cloud, Press the print option on the bottom of the Sales Book Tick the option that appears for: Batch of entries Enter the Invoice Reference(s) you wish to print in the From and To section Enter the Date From and Date to batch Then Click on Print\/Preview to display.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I print a Statement or ALL Statements for Customers?”][vc_column_text]To print one statement or all statements, you will need to go to Reports \u2013 Sales Ledger \u2013 Debtors Statements To Print for one customer, Choose the period From and To Then choose the option to filter by your customers, leave this as is if you wish to print for all customers.
\n\u2013 Tick the top left tick box to deselect all.
\n\u2013 Once deselected, you can choose\/tick the customer(s) you want to print, and then press select.
\n\u2013 Then choose the option to print\/display on the next screen.[\/vc_column_text][\/toggle][\/toggles][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” el_id=”settings”][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Settings” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][divider line_type=”No Line” custom_height=”10″][divider line_type=”Small Line” line_alignment=”default” line_thickness=”4″ divider_color=”accent-color” animate=”yes” custom_height=”10″ custom_line_width=”100″][divider line_type=”No Line” custom_height=”10″][\/vc_column_inner][\/vc_row_inner][toggles style=”minimal” accordion=”true” accordion_starting_functionality=”default”][toggle color=”Default” title=”What if I forget my password?”][vc_column_text]If you cannot remember your password when logging in, you have the option to create a new one. (1) Go to the Big Red Cloud login screen. (2) Click on \u2018Lost Password?\u2019. (3) Enter your email address and the recaptcha validation words. (4) Click \u2018Continue\u2019. (5) You will be sent an email with a link. (6) Click on the Link (or copy and paste it into the address bar of your browser). (7) Enter and confirm your new password and click OK. (8) You will be advised that your password has been changed successfully. You can now go to Big Red Cloud and login in using your email address and new password[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I change my password?”][vc_column_text]In order to change your password simply do the following: (1) Login to Big Red Cloud and open a company. (2) Click on your user name in the top right hand corner. (3) A drop down list will be presented. (4) Click on \u2018Change Password\u2019. (5) In the screen that appears, enter your old password, new password and confirm your new password. (6) Click on \u2018Change Password\u2019. Your password has now been changed. You will require your email address and new password when you wish to login to Big Red Cloud again[\/vc_column_text][\/toggle][toggle color=”Default” title=”What do I need to do once I have migrated my Master Data from Big Red Book to Big Red Cloud?”][vc_column_text](1) Ensure that your Customers & Suppliers (including opening balances if selected), Products, Bank Accounts, VAT Rates and Nominal Accounts have imported correctly. (2) Ensure that your company setup is configured correctly in Setup \u2013 Options. Note: Nominal is switched off by default, you must switch it on (if you wish to use it) if you have been using it in v4 or v5. You can do this in Setup \u2013 Options. Note: Receipts\/Payments Manual Allocation and VAT on Cash Receipts are switched off by default, you must switch them on (if you wish to use them) if you have been using them in v4 or v5. (3) You need to setup your Company Information in Setup \u2013 Company Details. (4) You need to setup your Analysis Categories in Setup \u2013 Analysis Categories. (5) You need to enter the opening balances for your Bank Accounts in Setup \u2013 Bank Accounts.[\/vc_column_text][\/toggle][toggle color=”Default” title=”Can an Analysis Category be deleted?”][vc_column_text]If the analysis category has never been used (in current year and any previous years in big red cloud), then it can be deleted. Otherwise it cannot be deleted.[\/vc_column_text][\/toggle][toggle color=”Default” title=”Is Big Red Cloud compatible with Mac computers?”][vc_column_text]Yes[\/vc_column_text][\/toggle][toggle color=”Default” title=”How can I add an additional user\/login?”][vc_column_text]Log in as the Administrator to cloud, click into \u2018Administration\u2019, go to \u2018Users\u2019 tab, select \u2018Add\u2019, Enter the details into the relevant fields, Select \u2018Save\u2019. To assign this user to a company: Go to \u2018Users\/API\u2019 tab, Select \u2018Company Access\u2019 in the left hand column (The list of Companies will be displayed, alongside the list of available users.), Highlight the company that you wish to assign a user to (The list of users assigned to the company will be displayed.), highlight the user in the \u2018Available Users\u2019 section and select \u2018Assign\u2019 or simply drag and drop the user name from the list of available users into the list of users assigned to the company.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I call up the Nominal Ledger?”][vc_column_text]It will need to be switched on (click Setup \u2013 Options \u2013 and switch Nominal Ledger to \u2018Yes\u2019). NB if you are switching nominal ledger on the first time; please contact the support team as this has effects on other areas of the books. If the Nominal Ledger was already switched on, then click \u2018Lookup\u2019 \u2013 \u2018Nominal\u2019 or \u2018Setup\u2019, click \u2018Nominal Accounts\u2019. From there you can add\/change\/delete Nominals.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How can I close any completed month to prevent changes being made?”][vc_column_text]Go to \u2018Utilities\u2019 and \u2018Period Control\u2019 If you want to close just one month, double-click on each of the books in the relevant month and click \u2018Close\/Open\u2019 If you want to close all months, click on \u2018Close All\u2019. Click \u2018Save\u2019.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I enter opening balances?”][vc_column_text]Customer \u2013 Lookup \u2013 Customer \u2013 highlight the customer click change and select O\/balance \u2013 enter details and hit save Supplier \u2013 Lookup \u2013 Supplier \u2013 highlight the Supplier click change and select O\/balance \u2013 enter details and hit save Bank \u2013 Lookup \u2013 Bank \u2013 highlight the bank and click change \u2013 enter the balance into the opening balance field Nominal \u2013 Nominal Journal \u2013 O\/Balances (button at the bottom of the screen) highlight the nominal you wish to change \u2013 select change and enter in the amount[\/vc_column_text][\/toggle][toggle color=”Default” title=”Can I import my TASBooks 2 data to Big Red Cloud?”][vc_column_text]It is possible to import Master data such as Suppliers, Customers and their details along with opening balances. It may be possible to import transactions using our API, however it will require some development on the customers side. For more information please contact support on 01-2048300 or email support@bigredbook.com[\/vc_column_text][\/toggle][toggle color=”Default” title=”Is it possible for more than one user to be working on a specific account at the same time?”][vc_column_text]Yes anyone wishing to use the account must be setup as user by the administrator. The administrator goes to the administration section. Clicks on users then click add user. Once user is added the administrator then needs to give the new user access to the company by clicking on company access and drag the user into the middle column.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I change the reference from Auto on purchase page?”][vc_column_text]You simply click on setup on the select reference settings then unselect any book you no longer want auto to be used in.[\/vc_column_text][\/toggle][toggle color=”Default” title=”I have received an invitation from one of our clients to add us as external accountants – I have accepted this invitation but still do not see his dataset in my account listing. Could you please advise what else needs to be done.”][vc_column_text]Once the invite has been accepted the client then needs to add accountant to the user list. The client will login as administrator go to administration and click on users. Then click on company access and drag the accountants name into the middle column.[\/vc_column_text][\/toggle][toggle color=”Default” title=”I want to add analysis columns to sales book and to purchases and payments ledger, then I want to export them to a spreadsheet. How do I do this?”][vc_column_text]Go To setup and analysis categories \u2013 Click Yes to the message and then select the sales book to add new columns to this book, select the Purchases book and enter in the new columns to here and then then the Cheques \u2013 Bank account to enter for the different Bank accounts. Export the categories and totals from the individual books go to Sales\/Purchases Book, Click on Reports tab at the bottom of the window and choose summary or details \u2013 and It will show you everything that has been categorised into these columns[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I change settings to allow change and delete?”][vc_column_text]Everything in Big Red Cloud can be amended by highlighting the transaction and clicking change or delete.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I enter opening balances for Customers and Suppliers with allocations turned off?”][vc_column_text](1) Go to Setup \u2013 Customers\/Suppliers. (2) Highlight the Customer\/Supplier you wish to add an opening balance to and click Change (or you can add a new Customer\/Supplier). (3) Click on the O\/Balance button. (4) Click into the Current field and enter the portion of the opening balance which is Current. (5) You will notice that on entering a value in this field, the \u2018Balance starting from\u2019 field is automatically updated. (6) Repeat steps 4 & 5 for the \u20181 Month\u2019, \u20182 Months\u2019 and \u20183 Months Plus\u2019 fields. (7) Click OK. (8) Click Save on the Customer\/Supplier screen \u2013 this is the point at which the opening balance is actually saved. Note: While it is recommended that you should enter the ageing of the opening balance, if you do not know the ageing then you can enter the full balance in the any of the ageing fields.[\/vc_column_text][\/toggle][toggle color=”Default” title=”Once I enter a Supplier \/ Customer \/ Bank Account – how can I change the A\/C code?”][vc_column_text]You cannot change an account code once it has been setup. If it is something that you must change then you can delete the Customer \/ Supplier \/ Bank Account and then set them up again. Note: You will not be able to delete a Customer \/ Supplier \/ Bank Account if there are transactions against the ledger.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How to invite your accountant to view your Big Red Cloud Company”][vc_column_text]Please see below instructions on how to invite your accountant to access your Big Red Cloud account. Your accountant must first contact Big Red Cloud to be set up with their own account in order to access client accounts. It is free of charge for accountants to be set up on Big Red Cloud In the company selection screen of your Big Red Cloud click the Administration Tab. \u2013 Click External Accountants Access. \u2013 Down the bottom of the page click Invite. \u2013 Enter your accountants email address into the text field which appears and click OK. This will send an invitation email to your accountant inviting him\/her to gain access to your accounts. The accountant will need to accept the invitation before you can continue on to the next step. \u2013 Still in Administration, click Users\/API. \u2013 Click Company Access. \u2013 Select your accountants name in the right hand column and click Assign. Your accountant will now be able to access and manage your accounts from his\/her own Big Red Cloud account. If you ever wish to remove your accountant from accessing your accounts, select your accountants name in the middle column of the Company Access screen and click Remove Assignment.[\/vc_column_text][\/toggle][\/toggles][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” el_id=”vat”][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”VAT” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][divider line_type=”No Line” custom_height=”10″][divider line_type=”Small Line” line_alignment=”default” line_thickness=”4″ divider_color=”accent-color” animate=”yes” custom_height=”10″ custom_line_width=”100″][divider line_type=”No Line” custom_height=”10″][\/vc_column_inner][\/vc_row_inner][toggles style=”minimal” accordion=”true” accordion_starting_functionality=”default”][toggle color=”Default” title=”How does BRC account for VAT on reverse change basis?”][vc_column_text]For Purchases: when adding the purchase book entry in the \u2018VAT Type\u2019 field choose \u2018Reverse Charge\u2019 and then enter the transaction. For Sales: when adding the Sales Invoice, tick the \u2018Type 2 Invoice Layout\u2019 button. This will show this invoice when previewing\/printing with the line \u2018VAT on this supply to be accounted for by the principal contractor\u2019 and it will not display a VAT breakdown.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I set up my VAT on a ‘cash receipts’ basis?”][vc_column_text]Go Setup \u2013 Options and Select Yes to the message. Tick the option to \u201cEnable VOCR Reporting? When this option is selected, you will, if allocations are on, be given the option of manually analyzing VAT of Cash Receipts or basing VAT on Cash Received on allocation of Receipts. You may need to speak to your accountant or Revenue to ensure you are eligible for VAT on Cash Receipts Basis[\/vc_column_text][\/toggle][toggle color=”Default” title=”I’m having trouble with the recording of an Irish vat cash receipt? It keeps saying analysis is wrong…”][vc_column_text]When analyzing the Vat on cash receipts in the cash book \u2013 you need to enter in the total amount inclusive of Vat into the specific vat rate, not the net amount. If the receipt that you are entering is non ledger ( No A\/C code picked) then you will also need to split the net and vat amounts into your categories for the sale and then the Vat amount.[\/vc_column_text][\/toggle][toggle color=”Default” title=”I need to enter a VAT only purchase invoice. How do I do this?”][vc_column_text]The best approach to entering Vat Only invoices is to think of them in conjunction with the original invoice from the foreign supplier. Example: Original invoice: Total = 20,000. 0.00% = 20,000. Vat type: Foreign Non EU. Beside the Analysis Category(s) = 20,000. VAT Only Invoice: Total = 4,000. Total Vat = 4,000. Vat Type: Foreign Non EU. 20% = 20,000. 0% = -20[\/vc_column_text][\/toggle][toggle color=”Default” title=”VIES Reporting in Big Red Cloud”][vc_column_text]The VAT Information Exchange System (VIES) was put in place by the EU and contributes to the effectiveness of the new VAT arrangements. It provides a mechanism whereby checks can be made in each Member State on the validity of claims to zero-rating VAT and it helps to detect unreported movements of zero-rated goods between Member States. It enables traders who have doubts about the validity of VAT numbers quoted to them to confirm the VAT registration numbers of their customers in other EU Member States. For your business it provides a method of breaking down the Goods and Services provided or obtained from other EU countries during the course of business. This applies to Sales and Purchases from other EU Member States. When adding a Purchases Book entry change the vat type to Other EU. Under the For Resale and Not For Resale VAT columns you will see the \u2018Other EU Analysis\u2019 section appear containing the Goods and Services breakdown entry fields. Enter your Total and break it down over the appropriate VAT rate. As Other EU VAT is Notional only the full Gross Total will be entered to this box. Break down your Total between the Goods and Services boxes as shown to the left and fill your analysis categories as normal. The steps above will apply equally for Sales Book Entries and Sales Book Invoices as shown below. While sales book entries have the Goods\/Services breakdown on the main screen (the only one) the Sales Invoices have you select whether something is a Good or a Service while adding it to the invoice and the fields on the main screen are filled based on the value of what is entered. On your VAT return you will notice the following details near the end of the report. This report is available from the VAT menu through the \u2018Standard VAT Calculations\u2019 report. The details listed on the VAT Report will contain the figures required to complete your VAT return.[\/vc_column_text][\/toggle][\/toggles][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” el_id=”year-end”][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Year end” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][divider line_type=”No Line” custom_height=”10″][divider line_type=”Small Line” line_alignment=”default” line_thickness=”4″ divider_color=”accent-color” animate=”yes” custom_height=”10″ custom_line_width=”100″][divider line_type=”No Line” custom_height=”10″][\/vc_column_inner][\/vc_row_inner][toggles style=”minimal” accordion=”true” accordion_starting_functionality=”default”][toggle color=”Default” title=”I have entered in purchase invoices and other transactions for my financial year. In order to bring everything up to date I need to continue entering data for my new financial year. Please confirm that I do not need to do the Year end process before inputting my invoices for the new financial year.”][vc_column_text]Once you have entered in details and are still waiting on sign off for the old financial year, or have further things to tidy up in the old year, then you can continue on with the new year, by using months 13,14 and 15. Once you have used these 3 additional months, you will need to do your year end routine before you can carry on with the New Financial year. Anything entered into these 3 months will carry forward into the new financial year.[\/vc_column_text][\/toggle][toggle color=”Default” title=”If I press restore after completing a year end will everything I have entered for that year be deleted?”][vc_column_text]Yes, if you have 1 company slot it will overwrite whatever is in that slot, if you have more than 1 slot it will ask you which slot you wish to restore to, if you restore to an empty slot it will not overwrite your company. But if you have companies in both slots, to restore over one will overwrite what was there in it. Regarding restoring, we recommend you contact us with queries.[\/vc_column_text][\/toggle][toggle color=”Default” title=”Is it advisable to do a backup before the year end. If the year end is completed is it possible to restore data to that company fro the backup to change unticked cheques for the bank rec?”][vc_column_text]In the Big Red Cloud \u2013 you do not need to do a backup of the old year before doing the Year end Routine. When you do the Year end routine, it will do a Year end Backup automatically for you, however it is not possible to make changes to the old year once the Year end Routine has been run. NB If you restore the year end backup or any other backup \u2013 it will overwrite any data in the new year, so please make sure that you are happy to lose any information in the new year before continuing.[\/vc_column_text][\/toggle][toggle color=”Default” title=”How do I run a year end routine?”][vc_column_text]Log into cloud, if you are in the company highlight the name along the top right of the screen and click \u2018Exit Company\u2019, ensure all your entries are made from months 1-12 and that you are ready to close off the year, highlight the company and click \u2018Year End Routine\u2019 on the right, once this is done the new year will appear at the top and a year end read-only backup will appear beneath it. There is no need to do a copy or a manual backup prior to doing the year end routine in big red cloud. In relation to printing off reports for the Year End Routine, please consult your accountant and ask them what reports they require. all reports can be found under the Reports Section, this includes nominal ledger reports.[\/vc_column_text][\/toggle][toggle color=”Default” title=”What reports do I print off for my Year End Routine?”][vc_column_text]In relation to printing off reports for the Year End Routine, please consult your accountant and ask them what reports they require. all reports can be found under the Reports Section, this includes nominal ledger reports, and are categorized as per their book of entry ie: Cash Book, Bank Payments, Sales Book etc.[\/vc_column_text][\/toggle][\/toggles][\/vc_column][\/vc_row]\n","protected":false},"excerpt":{"rendered":"

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