Accounting Ideas

Countdown to credential details expiring? Forced demand 'click button' to check feeds if slow or not updating as required.

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

useful if you want to keep up to date with debtors and creditors.Also useful for integration with Dext or autoentry so that it refreshes and finds matches that have been sent over after a bank refresh

When allocating a supplier payment in bank feed to open invoices for that supplier the invoice number recorded in the invoice entry screen in the supplier reference field is not shown. Fields named “number” and “reference” are available in the ope...

I don't see Co-op Business on your integration list - only personal banking. While this is not a deal-breaker at the moment, it might become one as we expand.

Include bank codes other than 572 or 570 in SAGE Accounting and Invoicing when issuing purchase invoices as paid.

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.

Would be good to be able to edit transaction from with in the bank rec screen. sometimes clients have duplicated items which would be ideal to edit while completing the bank rec.

When a supplier is paid it is his invoice number that is referenced. Especiall handy as there may be invoices for similar amount on the same day. Currently only the other reference field is visible and that is the one that is generally used as a f...

The bank reconcilitation is simple at best. i would at least expect it to filter the date when you enter the statement date. Also i did my first bank reconciliation on sage business, clicked to the next page and all my tick boxes had reset!! total...