Jump to content
Sign in to follow this  

New to Express Invoice/Accounts

Recommended Posts

Sorry People I've just bought NCH Business Essentials, so new to

this Forum. First of all is there a forum for the likes of me?

Anyway, question is the package has got Express Invoice and Express Accounts.

What I need to know is general understanding of how the package operates.

Can I view Express Invoice as a day to day running of a company (ie fuel bought,

invoices sent, payments received, wages paid, tools bought, etc. Or is Express Invoice

as the name suggests is for Invoices only. And the day to day running of the company

should always by done in Express Accounts.


The frightening thing is if I do anything in Invoice express and import it into

Express Accounts it warns it shall overwrite all data in Express Accounts


Also in Express Accounts if I buy fuel at a Shell Garage I can see a report of fuel bought

but cannot see report who/what company it was bought from.

Is there a link where newbies like me can get this info.


I did consider using Sage software, but like other accounting business software companies

they lost the foresight during the world recession to downgrade/simplify some of their packages to cater for people like me who worked all their days. got redundant and now given the excuse now to give it

a go at self-employment. I've never had to do accounts before but I've now been forced to. Therefore a simple clean package would suite a vast number of first time users.

Share this post

Link to post
Share on other sites

Also how do I with Express Accounts change the measurement from Inches to millimeters, I can do it in Express Invoice ok. Or is this new software I bought yesterday (even downloading the latest upgrades) so old it has not kept up with the times.


As 95% of the world uses the metric system, according to the CIA World Fact-Book.

Share this post

Link to post
Share on other sites

Hi. If you don't receive a response from the user community, you should try working with our support techs. Your purchase should have come with a registration card that also includes a direct contact to our technical support team specifically for retail purchases. If you can't find that card/link from your box then use this link.

Share this post

Link to post
Share on other sites

Your purchase should have come with a registration card I've got the card and number, phoned last night and got a reply today as I was at home today. No good if I work out of the house for a living.


direct contact to our technical support team specifically for retail purchases

yes I was going to try that first. But! the start of the forum states "Our Technical Support team will, on a best efforts basis, review posts and answer questions. However, this forum is designed to be self-help and relies on the user community to answer posts". Therefore I did not want to disturb tech support.


As an addition, I added approx 25 invoices into Express Accounts the reports appeared limited ie could'nt get it to display the details of a customers payment ie Invoice No 6. Only would displays limited values without detail. Went to Express Invoices made a couple of invoices, imported them to Express Accounts where it wiped out the original 25 invoices I'd entered earlier..................


Maybe this package is not for a small business and is more for an accountant who does work for small businesses.

Share this post

Link to post
Share on other sites

I understand being new to any product can be confusing (or frightening like you mentioned above). Hope this helps:

- Express Invoice (EI) is approximately a subset of Express Accounts (EA). So, EI is sort of redundant and not required, if you are using EA.

- Details of each customer invoices and payments can be viewed through 'Customer statement', which can be accessed from 'Customers' list window.

- The importing from EI to EA or restoring from backup does wipe up all the previous data. I think a 'warning popup' window shows up to warn exactly what happened with you there when doing so.

- If you are buying something (like fuel from Shell) I recommend to use 'Create new purchase order', and enter supplier name and address, if you wish to track the Vendor. After receiving the fuel, you can convert the purchase order to accounts payable, and finally apply payment when you have paid for the transaction. So, this is 3 step process: Purchase Order, Accounts Payable, and Apply Payment.

- If you do not wish to track the vendor and if it is simple purchase and payment, use the 'Immediate payment or purchase' form.

Share this post

Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Sign in to follow this  

  • Create New...