Accounting Ideas

Add spell check to Sage orders and quotes.

I currently have Sage 50 but I would like remote access, especially because of the pandemic. However, I am stuck with the non remote version of accounting because GoCardless isn't supported on the remote access versions of accounting.

Je veux envoyer à mon client les CGVs avec le devis, mais ne peut le faire à partir de l'envoi par mail !!! :/ Quand est ce que cela sera possible ? parce que indispensable!!!

It would be great to have the whole process automated from sending recouring invoices to be able to charge the client on his credit card - direct debit (once he/she set it up for the first time) every month without any humam input. We had this fea...

Create single invoice or single estimate/quote from multiple estimates/quotes and have the option to custom mark an estimate/quote (as there is now the option to mark as declined but have also the selection of invoiced/accepted/custom text). This ...

we used to be able to transfer notes from quotes to invoices... the system actually asks if we want to do so before creating the invoice BUT for the last few months..all of a sudden the notes DO NOT transfer even you when you say yes... I've place...

Lookup addresses by postcode, or typing start of address, and autofill the rest

I have a lot of same invoice. Create multiple invoice from import a CSV. From uoploading a CSV with customer id, services, date of payment, etc.... create lot of invoice instead of create one by one.

To have a notes indicator on the customer / vendors profile to alert us there are further details on file. See image for example.

My customers must remove their last name from the first name field and enter it into the last name field and remove parentheses from the phone number in order to complete the credit card payment. This is frustrating.