Accounting Ideas

So we can either have full access or we can have restricted access, with very little in between! We need admin staff to be able to post payments etc but they really don't need to see the balance on every bank account in the business! Do you really...

You used to be able to type the bank codes ie 1200, 1220 etc when entering receipts or making a payment instead of scrolling through the list of bank accouts. It was very useful when entering multiple receipts or multiple payments. This function d...

Actualmente no es posible utilizar Stripe en Sage Contabilidad y Facturación. Sería interesante poder conectar Stripe y aceptar pagos usando las facturas. Connect Stripe and take payments directly from your invoices in Sage Contabilidad y Facturac...

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...

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

Have the ability to drop files / attachments onto line items in the banking feed page rather than having to open each entry at a time.

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.

When you have bank rules set up for payment on account. Have an option to automatically allocate to outstanding invoices. Giving you the option to choose whether it's the oldest first basis

When downloading bank transactions, keep previous downloads and only add to them on a daily basis. This would save time have to scroll through lots of old unreconciled transactions to get to current ones. Quickbooks has this facility & it's br...