Accounting Ideas

1 Vote

Enable Cash to Bank transfer in Bank Rules

When posting bank feeds you can select transfer and post from the Cash Account. However in bank rules you cannot set this up. Could we please have some consistency so that we can automatically post cash banked from the cash account

Created 20 Oct 08:48am

Automation

0 We're Taking A Look At This
185 Vote

Ability to copy the line above when inputting, as with F6 on Sage 50

It would save a lot of time inputting, especially with Quick Entries if you could copy info from the line above.

Created 28 Aug 05:15pm

Automation

5 One For The Future
1 Vote

default first line of company name to be able to be removed on the delivery address section, to accommodate direct to end user scenarios

when creating a delivery note via sales quote/estimate for a direct to end user on behalf of my customer, the "custom delivery address" option keeps the invoice to first line company name.This means i am unable to use it as a delivery note and goi...

Created 19 Oct 04:01pm

Automation

0 We're Taking A Look At This
14 Vote

Recurring Payments on Supplier Purchase Account

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 CodeThis is daft as quite a lot of Suppliers/Purchases have regular Direct Debits...

Created 3 Sep 10:20am

Automation

0 One For The Future
3 Vote

Ability to change in the settings the default cc'd email address when sending invoices

Only the registered email address can be used by default to cc invoices. It can only be amended manually which is irritating. Please allow this feature

Created 7 Oct 11:13am

Automation

0 We're Taking A Look At This
19 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
72 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

Setup - Navigation - Lists - Usability / Automation

7 One For The Future
3 Vote

Submission for CIS Suffered

It would be really useful id CIS Suffered could be reported via the software, rather than having to submit via an EPS using Payroll Software.There are potential Time Savings for clients as well as the reducing the potential to make error with the ...

Created 23 Sep 10:27am

Automation

0 We're Taking A Look At This
39 Vote

Please change the default in customer tabs to email statement as it defaults to post

Every time a new customer record is created it defaultsto,sending statements by print & post surely in this modern age it should default to email -who posts statements any more!

Created 20 Jul 03:20pm

Automation

5 Love This Idea Likely To Be Coming Your Way
21 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

Processing / Automation

1 One For The Future