Accounting Ideas

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.

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.

Great we can now have multi currency bank accounts but a live feed would be appreciated

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...

Now that transactions can be edited and removed from bank reconciliations, there needs to be a simpler and quicker way of establishing which transactions are affecting the new reconciliation start balance; currently the only way to do this is scro...

As when making other payments there are only "Reference" and "Details" fields to differentiate by. As it is not a supplier payment the supplied name is not used. E.G. we use "Reference" field to hold the cheque number issued and "Details" to ident...

At the moment if you try and print remittance on a payment which has the message 'you can't edit this transaction as there is an associated payment or refund' you can't do it. The only way around it is to unallocate but even then, you'd not have t...

A report of Debits/credits fed through from online banking - useful to look back at if there is a discrepancy with reconciliation.

Many internet banks offer comprehensive expense management solutions where users capture photos of receipts and enter description of expense etc. If you use Sage Autoentry, that imports all details into Sage, but is a "parallel" application if you...