Accounting Ideas

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 ...

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.

For sage to automaatically send reminders and late payments for invoices that have not been paid

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

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.

When sending statements to customers, it would be very handy if the outstanding invoices could be attached to it.

Be able to create customers in sales ledger from the list of cliens in sage for accountants.

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.

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.