Accounting Ideas

To be able to select a particular date and get the bank balance as per the bank feed at that date. Would help with bank reconciliations without needing to still get statements from clients for the end balances.

There are two ways that Sage Business Accounts access bank feeds, either directly, that is operated by Sage, or via Plaid. It seems that when Plaid provides the feed for credit card, the actual balance spent is shown. However, when Sage provides t...

I want to be able to go into my bank feeds from the most recent transactions not the earliest transactions. I spend so much wasted time scrolling down to the most recent. It drives me crazy having to page down months and months of transactions!

When inputting customer payments stay on the customer name screen until you save and exit rather than having to go back to the bank screen and select "New Entry - Sales/Receipt" everytime

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.

Yes i am having the same issue. When i want to pay off multiple Invoices with different payment dates, i have to pay off each one manually one by one, which is very time consuming.

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

After speaking to Sage Support I've been told the reference field is limited to 25 characters. On the banking feed I can see more characters in the description and in some cases this is useful info. However, once I send the transaction to the rele...

Include "reconcile another account" option upon completion of a reconciliation.

The ability to click on transactions to view detail while in the bank reconciliation screen