Can someone help me work this out I receive regular small cash payments £5.00 from clients and have been entering in to petty cash bank but when I want to tag them it does not give an option for payment from a customer. do I have to set up customers for each of these small amounts and create invoices to be able to tag them?
What options are you seeing? Are you able to post a screenshot? You should get the option for payment from the customer
If you have an option for payment to a supplier, you have the money going out rather than in (unless you’re dealing with refunds)
Hi Thanks for responding, i managed to sort it, foolishly i had logged the transactions as money out rather than money in. apologies.
i do have another question though how do i tag bank saving interest i entered the amount into the bank account but cant find how to tag it. thanks
You can just tag this as “something else not on the list”, and post it to Misc Income. Personally, I created a separate nominal code for Bank Interest to keep track of it (not that there’s a huge amount anyway!), but Misc Income will do