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• # 85659
• Wed 03 Oct 2012 01:30 PM

It says it all in the title!  I have inherited a set of books in Sage V12 in which all journal entries have the T1 code as default when they should be T9.  This has, today, caused me a headache when completing the VAT Return, as I had not noticed the issue and so the return now includes VAT on sales & purchses from the first VAT Return I completed last quarter!  It's all fixed now by manual intervention but I am left with the problem sort of hard wired into this Sage record and it is easy to forget to alter the VAT code in all journal entries you make, e.g. Wage journals weekly!

I have searched the Sage help, the internet and so on but can't seem to find a definitive way to change the default.

Has anyone seen this before and more importantly, does anyone know the fix?

Thanks in advance

David White
ACB Cert.

Edited at 03 Oct 2012 01:31 PM GMT

Edited at 03 Oct 2012 01:31 PM GMT

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• # 85662
• Wed 03 Oct 2012 02:48 PM

Hi David

for manual Journal there is an input field for the VAT code (T/C)  by default it is set at T9, if you select the drop down arrow this should allow you to choose the correct code ie T1. 
 Hope this helps

Yvonne
 

• Yvonne V Boddie

  YVB BOOKKEEPING SERVICES

  info@yvbbookkeepingservices.co.uk

  www.yvbbookkeepingservices.co.uk

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• # 85664
• Wed 03 Oct 2012 03:07 PM

Thanks Yvonne,
Yes, I know that but what I want to do is change the default for journal entries to always start with T9 and once this is achieved, then I am sure that wizard entries, primarily the VAT Wizard will have T9 as the default.  At the moment, the way this Sage record is set up is with T1 as the default and so it is unusable when using the VAT Wizard and this useful facility has to be replaced with a manual journal, changing T1 to T9 via the change you suggest in the input field for the VAT Code..
Regards,
David 

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• # 85665
• Wed 03 Oct 2012 03:13 PM

Hi Chalkie 

You need to go the Settings on the menu bar and change the following  defaults are with in the tabs .   I am not sure if I have answered this correctly as Sage Journals are automatically T9 unless you change them. 

Also the Vat Wizard is also automatically T9 which is correct.  If  your system is not doing this , then there is a fault in your software. 

You need to change the following .  To suit your needs.

Company Preferences
Customer Defaults
Suppliers Defaults
Bank Defaults
Product defaults 
Inv & Order Defaults. 

Change them to T9 

Just for the future I would suggest that you complete a bank rec prior to doing the vat on a regular basis as a bank rec would have highlighted that things were not right as it would not have reconciled.   Also your Creditors and Debtors would not balance either to statements recieved. 

Hope this helps 




Edited at 03 Oct 2012 03:19 PM GMT

• Sarah Douglas C.FICB

  HouseTree Business Ltd 

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• # 85668
• Wed 03 Oct 2012 03:30 PM

Hi Sarah,
Well, why didn't I see that!  I have merely changed the Non-Vatable Tax Code to T9 and it worked!  I don't know what the rest of your reply was all about but I am really grateful for your help.  Thanks again!
Reagrds,
David 

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• # 85669
• Wed 03 Oct 2012 03:30 PM

Hi Sarah,
Well, why didn't I see that!  I have merely changed the Non-Vatable Tax Code to T9 and it worked!  I don't know what the rest of your reply was all about but I am really grateful for your help.  Thanks again!
Reagrds,
David 

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• # 85671
• Wed 03 Oct 2012 04:02 PM

Hi David 

Glad I could help.  I mention the bank rec form reading your post that the vat had added to your totals.  Your bank rec picks up on this things.  Hope I did not confuse you too much.  

• Sarah Douglas C.FICB

  HouseTree Business Ltd 

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