Accounting Ideas

customer uses garage program and can import csv to bank and it allocates customer details automatically - wants the same functionality in SBCA

On the Bank Import facility can you also add the Nominal Account instead of just date, amount and reference. It would save a lot of time if importing all relevant information from a client or colleague.

For trade associations, etc., it would be handy to record your members as customers in Sage, sort of how they do it in Xero, but allow for a few custom fields to help you collect data and export your roster for your records or affiliates. Best of ...

We use Receipt Bank (Or Dext as it's now known) to automate our purchase invoice entry. As a general rule this integrates fantastically with Sage. However there is a big issue with where they place the supplier reference or invoice number. There a...

Currently when changes are made to a customer name in Cloud Business accounting they are not updated in Sage50 after downloading the information. This information is only communicated to Sage50 when the customer is originally created. This means f...

Por favor añadan una columna con el CIF de los clientes y proveedores. Es algo básico y necesario.

It would be useful to be able to preset the review dates for invoices issued + supplier invoices received appearing when you open the programme. Currently it opens with a monthly review preset, i.e. a month from the your current date. If the start...

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 ...