How Sage 50 Handles Cash-Basis

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We have defined cash-basis accounting as a system that recognizes income and expenses when actual cash (including checks or money orders) is received or disbursed. In the accounting world, there are different varieties of cash-basis accounting.

Sage 50 offers the cash-basis company two important benefits of an accrual system:

To reap these benefits, you must enter customer and vendor invoices in a timely fashion. (See Should I Enter Invoices?)

Customer and Vendor Aging

If you enter customer and/or vendor invoices, Sage 50 will compute and track aging for receivables and payables, even for cash-basis companies. This includes automatically tracking discounts for timely payment. For sales, you can calculate finance charges for overdue customer invoices. For purchases, you can select a batch of bills to pay, based on due date, discount date, and other criteria. In addition, you can use the Collection Manager and Payment Manager to analyze receivables and payables, and to generate collection letters (Collection Manager) or select bills to pay (Payment Manager).

Projected Cash Flow

Cash-basis companies that record customer and vendor invoices can still accurately project cash flow. The two main tools for this in Sage 50 Accounting are the Cash Flow Statement and the Cash Flow Manager.

Payroll

Because of their vital importance to your business, Sage 50 handles payroll taxes in an accrual fashion, even for cash-basis companies. When you enter and post a payroll check, Sage 50 immediately updates all payroll tax expense accounts, even if the check date is a future date.

Inventory

If you buy and sell inventory items, you should use the accrual method of accounting. However, Sage 50 updates inventory costing in accrual fashion, even for cash-basis companies. In other words, when you post a purchase of inventory items, the cost of the item is recalculated then, not when payment is made.

Related topics

The benefits of cash basis

The benefits of accrual

Example of cash vs. accrual accounting

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