SambaPOS Accounting

[Emma]

Hello, I’m curious if others are using sambapos for their accounting system also. It seems a lot of work and knowledge of accounting to setup which I don’t have. The accounting side seems so different to others I have used in the past (mainly Quickbooks). Is it possible to setup sambapos to sync with an accounts package like Quickbooks?

[madiha]

@Emma

using sambapos for their accounting system

yes people are using sambapos for their basic accounts handling

and they have customize the accounting module according to their needs

[Jesse]

Sambapos accounting is a much simpler model than quick books. It may seem hard to learn at first due to its simplicity people are not used to accounting being that simplified.

[madiha]

ya tru it looks hard but once u get to understand its easy

[olamide]

Hi Guys,

There is so much more to accounting than expenses and income, there is payroll, fixed asset management, bank account reconciliation etc.

I think its easier to come up with a method for syncing SambaPos with an accounting software that can handle all this. QuickBooks is a good option.

Any takers? This is something that we could actually pay money for if its possible.

Regards

[Jesse]

I configured mine to handle all of that was not too hard just took a little time to understand the documents and transaction types but I found it pretty simple once I got that.

You can export to csv or other formats reports if that helps.

[olamide]

Interesting

That would be awesome

would you like to share the database for me to work with?

Or some screen shots?

Thanks in advance

Regards

[Jesse]

I don’t share database anymore but when I am back at the computer later tonight I can show an example. I use custom entity screens and transaction documents, types etc to handle it.

[olamide]

Thats ok, a good starting point

Just to know its doable

[Emma]

Hi Kendash could you show me an example of what you have done with the accounts as this is the only thing stopping me switching to sambapos.

[QMcKay]

See here for some good info on how to set up Supplier and Expense Accounting…

@QMcKay

Tracking Expenses and Payouts

Expenses and Payouts - Method Q
Expenses and Payouts - Method K:Tip Transactions
Expenses and Payouts - Method K:Bank Deposits
Expenses and Payouts - Method K: Supplier & Utility Payouts

[emre]

@RickH also have some great tutorials regarding cash related accounting.

Rick's Tutorial 1 - Till Float

This tutorial will show a way to enter and remove a till float, and how to cash up and balance your till drawer at the end of the day so that your figures are balanced to zero and nothing is carried forward to the next work period except your shorts and overs. This is my first tutorial so apologies if there are any small errors, and if anyone has a better way of doing this feel free to comment Part 1 - Till Float Set Up For this you will need the Following Automation Commands: Enter…

Rick's Tutorial 2 - Petty Cash

This tutorial is for setting up a petty cash system for personal/emergency store expenses, for example you run out of milk or an ingredient and you have to go to your local shop/supermarket to buy it as a one off or you might need to purchase stamps to post a letter etc. I have set this up using the same methods and account set up and account transaction documents in rules and actions that I used for Till Floats that you can read in my first tutorial Rick’s Tutorial 1 - Till Float so im not goi…

This may also help.

http://sambapos.com/wiki/doku.php/sambapos_accounting_system

Feel free to ask questions.