Accounting Ideas
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When exporting customer detail have ability to check if scheduled statements are set up
You've given the ability to export customer details and make changes however there doesn't seem to be the ability to see which customers are set to receive scheduled monthly statements other than carrying out 4 click actions for each customer and ...
Created 30 Nov 06:00pm
Automation
0
We're Taking A Look At This
2
Vote
REMITTANCE ADVICE FOR BANK FEEDS
Hi. Currently, remittance advice is only available if the supplier payment is allocated manually against an invoice. I use bank feeds all the time & I am unable to print remittance advice slips.
Created 22 Nov 12:36pm
Automation
0
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7
Vote
Automatic chasing of invoices when they are not paid online
For sage to automaatically send reminders and late payments for invoices that have not been paid
Created 24 Oct 11:06am
Automation
0
We're Taking A Look At This
2
Vote
Automated reports
be able to set the software up to automatically send reports, like the profit and loss, on recurring monthly basis, on a specific date of the month
Created 10 Nov 10:05am
Automation
0
We're Taking A Look At This
120
Vote
Merge duplicated Customers & Suppliers
Some new software I’m using for my business will duplicate any customers already existing in Sage. Therefore it would be great to be able to merge my duplicated customers on business cloud.
Created 29 Apr 04:06pm
Automation / Setup - Navigation - Lists - Usability
15
Love This Idea Likely To Be Coming Your Way
10
Vote
add outstanding invoices to statemements
When sending statements to customers, it would be very handy if the outstanding invoices could be attached to it.
Created 18 Jul 03:34pm
Automation
0
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1
Vote
Import Customers From Contacts/Clients
Be able to create customers in sales ledger from the list of cliens in sage for accountants.
Created 15 Nov 03:28pm
Automation
0
We're Taking A Look At This
52
Vote
Recurring journals
Automatically posting journals each month that are going to repeat (set rules and dates same as recurring invoices), eg depreciation, straight line loan interest, unwinding a prepayment etc. Xero has this, very useful.
Created 9 Jul 09:23am
Automation
1
Love This Idea Likely To Be Coming Your Way
1
Vote
automaticly send a statement once a customer owes you a (customisable) amount of dolars
No description provided
Created 9 Nov 12:53am
Automation
1
We're Taking A Look At This
42
Vote
Attach invoice copies to statements automatically
The first thing that happens when we send out statements is that clients email back to ask for copies of the invoices. It would be really helpful (and would save a lot of time) if this could happen automatically.
Created 15 Feb 01:29pm
Automation / Processing / Sales
1
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