Accounting Ideas

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...

On bank feeds it would be helpful to be able to split the incoming amount onto various payments on account. for example we pay in 3 or 4 cheques together which are for different customers. In order to post a payment on account for each customer we...

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.

It would be very useful to be able to take a photo of a receipt or ivoice using my computer's webcam and would like to see that made available

Integration with Stripe is great, but customers have to click Pay Now button each month (or week) as they receive each reccuring invoice. Stripe allows you to 'Auto Collect' from Card on file. If SAge could also show that feature then we wouldn't ...

A tool should be created that logs into an existing quickbooks online account and scrapes the services page, as well as the invoices and allows persons to import according to date range. This will allow easy migration to your online software

Lors de la création de facture de vente récurrente, il manque la possibilité de paramétrer l'option "annuel".

Can you add 3 countries to your list so that we can do our customer invoices with the correct country. We don't need to use their exchange rate. We only want to select the name of the country. Antigua & Barbuda (AG). Marshall Islands (MH) Angu...