Accounting Ideas

I would like to be able to contra the bank entry where a client has paid an invoice but knocked off their recent invoice charges straight from the bank rec page

It would be very useful to be able to match banking transactions to Payroll, Revenue and VAT transactions.

Would be useful to compare what's cleared the bank and what's still outstanding and identify any errors

When entering payments under the banking module there is a glitch that is rather annoying. When I enter the net amount of an item and then go into the VAT rate column and select zero/exempt it then adds a VAT amount into the net column therefore i...

It would be useful to be able to export this information to a CSV to be able to send a list of queried and unknown transactions to our customers. A useful feature that already exists in QuickBooks.

I am full stack software developer and noticed a UX issue when managing Bank transactions. When you select transactions for deletion, the number of deletions against total transactions is shown inline with the trash icon. The issue for me is that ...

I've imported a bank statement into Sage Accounting and I'm matching transactions. Some of the transactions say "Match found" and it displays that it's a sales invoice, the name of the customer, the date and amount. Please could it also show the i...

The reconciliation dates should match the dates of data entry - i.e. June 01 should follow May 31, not June 15. This would make reconciliation much easier - both for bookkeeping & auditing - Sage50 bank module operates in this fashion.

We currently make use of the bank feed for our HSBC accounts linked to Sage which has made it a time saver in many aspects. We are however still having to manually do everything for our CAF bank account because it is not supported yet by Sage.

When client not VAT registered Deparment and Cost Centre (if applicable) is on the main window of creating transaction in bank transaction screen. If VAT registered have to split. It would be awesome if you could have at least department in the ma...