Accounting Ideas

On bank statement import (csv or xls file) it would be useful to add a 'reference' column in addition to date/description/amount. At present, when transactions are imported, the narrative in the reference box is a copy of the description.

I would like to see a link to 'Reconcile Bank Account' within the Transactions window when all items are matched. Currently you have to exit that wondow, select the bank account and then choose Reconcile

It would be good to see the information for matches found to any rules created in banking. That way you could easily and quickly check the match is a correct link, before confirming it.

Customer receipts that have been manually linked to invoices still appear as Match options on the bank feed. These will never be matched and just clutter the list.

Generate a list of payments due with supplier bank account details and total payable to enable faster payments of supplier invoices. We run a tandem system that uses this feature and it enables payment of a high volume of suppliers in a shorter pe...

I would like to be able to connect my sage account to my HSBC kinect account.

Why can't we copy previous bank entries. We, for instance, get both a bank charge (debit) and a Loyalty Reward (credit) applied by the bank each month of random but "similar" amounts. The debits are usually £8.50, £10.00 or £11.00 and the credits ...

Because future direct debits, and payment transactions are entered in advance, but never summed up in a running daily balance column next to the transaction column in the Sage transaction register, it is very difficult to see the daily balance and...

Originally Sage would import from Starling Bank Business account the total showing as per the Starling Bank account, excluding any 'Spaces' set up within Starling. This suddenly changed over night so that Sage now imports the total of all Starling...