Accounting Ideas

Where there are multiple lines of bank payments/receipts, can they be imported to Sage so that they are simply matched at bank rec?

After you reconcile, the bank feed disappears. In Xero there is a separate page for the bank statement/bank feed. So you always have a record of the bank statements even after it's been matched.

With there being lots of different online incomes available. It would be good to be able to integrate Etsy into my account

When number of cheques lodged at the same date and time we now have an option to split them between varios customers - this is great! but there is no option to record cheque number at the same time. Would be great to have that extra box in bank fi...

Remove transfers from 2nd bank account feed to stop duplication

It would be useful if the bank feed transactions were all loaded when the bank feed is accessed and then the transactions are on multiple pages to click through, for example so that you can go straight to the last transactions, rather than having ...

Ajouté le numéro de facture et la référence lors du rapprochement entre l'importation de la banque et des factures. Actuellement lors d'un match banque/ facture on ne retrouve que le nom du client et la date.

When I was making a rule, I wanted to group transactions when the reference contained Love's, but then some transactions contained LOVE's or LOVES without the apostrophe. When I tried to include all the variations in the rule, it would say 'refere...