Accounting Ideas

When you are looking at the bank screens, there should be a debit column for all receipts and a credit column for all payments and a running cumulative balance showing the bank balance. This is the way it is done in the desktop Sage Line 50 softwa...

When matching a transaction it would be really helpful to have a reference box to add some details

Add a button to manually syncronise the bank feeds on request so that when doing accounts at different times, it can syncronise the most up to date transactions.

An update to be able to make payments to suppliers directly from Sage would be a massive bonus for most companies

Currently if you complete a bank reconcile you have to press Finish, then click on banking tab, select the account and then click on reconcile again. Each screen refresh is time consuming. I reconcile multiple statements in one go, so the ability ...

I would like to see the Last Reconciled Date and the Last Reconciled Balance for each active bank on the Banking landing page. It already shows the last transaction entry and waiting transactions. Seeing the last reconciled date and balance (in a ...

Whn receiving funds into the bank, especially from platforms such as paypal, these are received net of charges: e.g. Customer pays £25.00 but we get paid £24 and Paypal pockets the £1. Ideally we would process this as a 'split' with £25.00 Credite...

This would save time when paying numerous suppliers as it would just be couple of steps rather than having to input each payment individually when logged into the bank.

Can you please add a facility to mark manual postings that have gone through the bank as 'cleared'? Otherwise all these postings still show in the bank feed section when trying to match a transaction. I'm surprised this can't be done.

Hi, Is it possible to create a rule that splits a payment into two categories?For example, we regularly pay application fees on behalf of clients. These are split into a VAT exempt fee of £201 and an admin fee of £28+VAT.