Accounting Ideas

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.

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.

When paying invoices via Opayo sage does not currently pass address information to Opayo. This means that either the address information must be re entered for each transaction or that address verification cannot be used on these transactions

When matching a bank deposit amount to an invoice the amount matched should equal the deposit amount not the invoice amount. The bank amount is known to be correct and should be the amount aplied by default.

We are changing our Bank Details due to Ulster Bank leaving the Irish Market. It would be useful & time saving to be able to email our new account details to ALL customers as an accumulative instead of having to do this individually.

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.

Please make an option for Supplier Payments to be Recurring (e.g.monthly) Currently you can only set up a recurring payment on an 'Other Payment' direct to the Nominal Code This is daft as quite a lot of Suppliers/Purchases have regular Direct Deb...

important for security. Option of text to mobile or Authenticator App. Most other on line apps are doing this. I am surprised you only have security

When allocating purchase invoices to a project or a client it would very useful to be able to identify which have been rebilled and which have yet to be billed on. This is currently a manual hit and miss process and could certainly be made much ea...