Accounting Ideas

At the moment, one can post payment to the exact amount of customer credit note only. If I have a few credit notes on customer account and want to refund them, I need to refund the exact amount otherwise it is very hard to post the refund. If tran...

This would help chase up clients for payment

Would be useful to be able to underline or bold text for example. Change the colour etc.

Right now, I can't edit a proforma invoice on the app or even see them. Only drafts, etc. So if I receive a purchase order from a customer when I'm out of the office, in order to place it on the saved proforma and issue it as an invoice I have to ...

Have been advised the only way to see what payment has been allocated against an invoice is to first find the payment - this will then lead you to what invoice the payment has been allocated against. It is not possible to select an invoice and the...

It would be useful to be able to copy and invoice but save it as a credit note

When you are doing a quick entry for sales invoice on the sage iCloud there isn't an option like to calculate the VAT for you (as on other versions of sage). This would be really helpful when inputting sales invoices that are already inclusive of ...

As in Sage50 it would be good to be able to set default VAT rates for suppliers so that for example suppliers that are not VAT registered don't have VAT applied by default.

Sometimes estimates involve typing in a lot of detail. If we've forgotten to add something in and need it to go on a new line between two previous lines, or we need to reorder the information we've inserted, we have to pretty much start from scrat...

Would be really useful to be able to send a client one email with all their invoices attached, rather than sending separate emails per invoice.