Accounting Ideas

people needs the bank accounts to be in other currencies not just transactions

one of my clients has noticed that when they log in to SBCA in the evening to enter invoices the date is already reset to tomorrow's and they have to manually change it to today's date. It happens around 8pm Eastern for both transactions and repor...

If I add a bunch of stuff, walk away a little longer then expected and the computer goes to sleep, I have to reenter everything. Can't you have an auto save?

Currently, we have to e-mail our monthly invoice run by opening individual invoices and clicking send. Why is it not possible to enable the selection of ALL the invoices we want to e-mail and 'send' at one go?

I often get emails from counterparts in Accounts asking for a copy of the delivery note. It would be so much easier to be able to email it to the save entry contact direct rather than having to click print, then switch it from the printer to save ...

I would like to be able to customise an invoice template so it matches into my current branding. I've noticed Xero offer this and would be a great improvement to keep brand consistancy.

Every other online bookkeeping package has some sort of 'undo' function whereby if you make a mistake with a bank transaction you can pop it back into your bank feed and start again. With Sage your only option is to DELETE the transaction and then...

save time, allow more mobility,

A client has mentioned that when viewing the activity for a customer, under the customer record, they would prefer to see a longer date range than 1 month. Ideally they would like the option to view all data or, 1 year. My client mainly looks back...

A client has suggested to me that it would be useful to be able to view their recently raised sales invoices on the summary homepage rather than top 5 debtors or customers