Accounting Ideas
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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 09 Jul 09:23
Automation
1
Love This Idea Likely To Be Coming Your Way
54
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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 13:29
Automation / Processing / Sales
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Automatic chasing of invoices when they are not paid online
For sage to automaatically send reminders and late payments for invoices that have not been paid
Created 24 Oct 11:06
Automation
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2
Vote
VAT calculation can change on invoices imported through Purchase Automation. They need to be fixed
If an invoice that has appeared as Draft to approve needs any changes (perhaps putting a better description) then the VAT amount can change by a penny, making the invoice total a different amount. This should not be allowed to happen
Created 19 Mar 10:36
Automation
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17
Vote
Batch select and unselect in a customer list view - Statement runs
When doing a statement run its not possible to see what customer is going to be sent a statement, I think that we should be able to see the list of clients that are getting statements, and at this stage be able to un-check ones that we dont want t...
Created 06 Sep 10:10
Automation
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12
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I would like some global settings for managing monthly statements, like sending statements to all customers with above outstanding balances.
It woud be very useful to have a way of getting sage to send monthly statements to all customers with outstanding balances, rather than having to go through all customers individually and selecting them in the customer contact record.
Created 28 Feb 11:13
Automation / Reporting
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23
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Year end cleardown
Why, oh why can't SBC do a year end cleardown just like Sage 50?! Very time consuming having to do a manual journal.
Created 13 Jan 09:38
Automation
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Discount the entire invoice instead of doing it one by one
Can the invoice software simplify the discount process? Instead of applying discounts to individual items, could we have an option to apply a single discount to the entire order by a specified percentage? Our company deals with numerous items, som...
Created 27 Feb 17:25
Automation
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FPS file upload in PDF format
usefull for potential customer like me who dont know much about payroll and cant afford to make any mistakes
Created 05 Apr 08:48
Automation
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fermeture d'année automatisé à intégrer comme Sage EXPERT version bureau
il devrait fonctionner exactement comme dans votre version logiciel bureau et vous devriez modifier votre rubrique d'aide qui est incohérente à ce niveau car suite à vos instructions les rapports grand livre et etc... contiennent toujours des sold...
Created 02 Apr 22:30
Automation
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