How do I answer a Needs you question?¶

A group under Needs you is a set of lines Caia has not posted. Each group has a sentence saying why. Select the group to open it, then choose how the lines should be sorted.

Answer the group¶

Step 1. On the Caia page, open the Needs you lane and select the group.

Step 2. Select Choose how to sort these. For a group that could be booked twice, the button reads Book it anyway instead. See Booking that could count money twice.

Step 3. Choose the Type (Expense, Income or Payment), the Account, and the GST Treatment (Includes GST or No GST). The GST field only appears for a business registered for GST, and not for a payment.

Step 4. If Do this every time is offered, tick it to sort this supplier the same way in future.

Step 5. Select Sort these lines. Caia posts the group, and the result is shown in the window.

What Caia says, and what to do¶

The sentences below are the ones Caia shows, word for word.

Reasons you decide¶

Caia cannot tell what these are, or the answer depends on your judgement. You can choose Do this every time for these, where it is offered.

What Caia says	What to do
Caia couldn't find enough to be sure what this is.	Choose the type, account and GST yourself.
This may be a large purchase of equipment or another asset, which may need to be recorded differently.	Decide whether it is an asset or a running cost, and choose the account to match.
This may be private spending, an owner payment or a loan rather than a business cost.	Choose the account that matches what the payment is.
This is unusually large for your business, so Caia wants you to check it.	Check the amount against the document, then sort it.
Caia's only evidence is a guess and the amount is large, so it's your call.	Check the supplier and the amount, then sort it.

GST¶

What Caia says	What to do
Caia suggested an account for this, but isn't sure about the GST, so it hasn't booked it. Check the GST.	Check the GST on the document, then choose Includes GST or No GST and sort the group. Caia suggested the account, but it did not decide the GST.
Caia found conflicting GST information for this, for example between the document, the supplier's ABN details and how this supplier has been coded before.	Check the document, the supplier's ABN details and how the supplier has been coded, then choose the GST treatment.
You've told Caia that GST on this supplier changes from purchase to purchase, so Caia can't tell whether this one includes GST.	Choose the GST for this purchase. Do this every time is not offered for these.

Loan repayments¶

What Caia says	What to do
This looks like a loan repayment. Only the interest is a cost, so if it is a loan, split it on the Bank page. If it isn't, sort it here.	If it is a loan repayment, split the line on the Bank page so that only the interest is an expense. If it is not a loan repayment, sort it here. Do this every time is not offered for these.

Reasons where booking could count money twice¶

These groups could be booked twice, for example against a payroll, super or BAS payment already made by hand, or against an invoice or bill already paid. Caia will not book them until you confirm.

What Caia says	Where to check
This could be the payment for more than one invoice or bill, or the amount doesn't quite fit one. Caia isn't sure which, so it's your call.	Select Check it here first, which opens the invoices page.
This looks like a bill you already marked as paid by hand. Caia isn't sure it's the same payment, so it hasn't booked it a second time.	Select Check it here first, which opens business receipts.
This looks like wages, super or a payment to the ATO. Caia can't match those to your payroll yet, so it hasn't booked it as an expense.	Select Check it here first, which opens pay runs.
This looks like a wages, super or tax payment, but Caia can't find anything owed that matches it.	Select Check it here first, which opens pay runs.
This looks like a wage payment, and Caia can't find a finished pay run for it yet.	Finish the pay run, then Caia can match the payment.
This pay run changed after it was booked, so Caia hasn't matched this payment to it.	Check the pay run on the pay runs page.
This pay run may already have been paid by hand. Check before Caia books it, or the wages are counted twice.	Check whether the pay run was already paid.
This super payment may already have been paid by hand. Check before Caia books it, or the super is counted twice.	Check whether the super was already paid.
This ATO payment may already have been paid by hand. Check before Caia books it, or the payment is counted twice.	Check whether the payment was already made.
Caia can't sort this kind of payment yet.	Sort the line yourself on the Bank page.

Booking that could count money twice¶

For these groups, Book it anyway opens a confirmation: Booking this could count the same money twice. Only go ahead if you have checked. Select Yes, book it anyway to continue, or Go back to stop. Check the linked page first, using Check it here first.

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