Accounting Ideas

Hi. Can a CSV file be added for delivery purposes . Also this option would need to be editable from our ens. We have a new Anpost delivery system and currently we would need to input the delivery details for each new customer but having a CSV file...

It would be useful to be able to have a list of customers who have non-standard invoicing arrangements (e.g. 4-weekly not monthly, different types of sale invoiced to different departments/addresses at customers); this info can be recorded in Note...

Would you please put up to date transactions on the demo data

When you preset Terms & Conditions and then customize it on newly created estimation. The system only keep in memory the preset one. Make it possible that the custom one overwirtes the preset one.

if a customer has paid us a deposit we should be able to view its all allocated invoices in one screen rather then individual allocation

Just as it is in Sage 50C, create the ability to have a Pop-Up window for notes when an invoice is created. This helps with reminders for particular customers requirements.

many use macbook Pro and one Drive so to be able to upload invoices from one drive when creating purchase invoices would be very helpful

It has been requested by a client who wants to include the accounts office address on the sales invoice.