Hi again, quick question, when I’m entering bills, is there anyway to add terms to the description

Hi again, quick question, when I’m entering bills, is there anyway to add terms to the description

1 answer

Peter Connor Staff June 25, 2016


  1. declan25 June 25, 2016
    ( office Equipment/ Rent etc)
  2. declan25 June 25, 2016
    Most of my stuff is freelancers so I'm stuck putting them under "Miscellaneous"
  3. Peter Connor June 25, 2016
    What do you mean by terms?
  4. declan25 June 25, 2016
    sorry, Category
  5. declan25 June 25, 2016
    I'd like to be able to add my own
  6. declan25 June 25, 2016
    So "Photographer / Make Up Artist / Camera Operator" etc
  7. declan25 June 25, 2016
    ( I work in video production btw - hence those categories)
  8. Peter Connor June 25, 2016
    Hi Declan.
    So those categories are used to create your management reports for year ends - we do that automagically for you.
    They're not really designed for organising things. Well they are but in a "I'm an account", way. So I'd probably keep away from them as we've logic applied to categories like depreciation etc.
    Again remember Bullet is designed to automate your accounts. We look like a simple tool but we're the same spec as Xero and Sage. We just have all the accounting logic built into the workflows.
    Here is how you can create new accounts, but if you don't know they're in the cart of accounts I'd keep away from them. Over the year we'll be adding reports that will allow you to tag items so you can run costs on jobs.
  9. Peter Connor June 25, 2016
    If you looking to keep track of project costs you can just use the reference field. I created an animation for you here don't show it to any camera man :)
    Hope that helps.
  10. declan25 June 25, 2016
    thanks, will check that out
  11. declan25 June 25, 2016
    ok I get you now
  12. declan25 June 25, 2016
  13. declan25 June 25, 2016
    one other thing, unrelated. I filed my VAT return for Mar - apr 16 through bullet s few weeks ago, but it's still showing up on my To Do List is undone
  14. declan25 June 25, 2016
    is there a way to clear that>
  15. Peter Connor June 25, 2016
    So you need to mark it as paid. That does two things. One it closes the todo as the task is complete and it also tells your accounts that €x is coming out of your bank account is actually for a Vat return.

    So when you go to reconcile (match) your bank account with your accounts there will be something in your accounts to match your banks account.
    You see me doing it here.

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