Accounting Ideas

Many companies, like mine will ship to end users on behalf of their client. Our invoices are correctly with our company name and logo but we can't use the delivery notes on Sage as we can't let the client know who we are

This will save ink, the paper hard copy can be used to check or note items to edit and be filed. This 'draft Invoice' can be useful to other staff who don't access Sage.

If a customer payment comes through via bank feed and it is an on account payment when you go to match against an invoice the system assumes you are paying the whole invoice. That has to be overtyped. Why doesn't it just transfer the amount of the...

As it sounds really. Automatic "this invoice is due in 1 week's time", "this invoice is due today" etc.

Xero allows this - so easier to input from the invoice. Possibly no need for Auto Entry with this option! Have a Files Inbox you can send documents to (email/upload/App), and post to Sage from there - like Xero!

We use quotes but as a trade (Electrical) the Delivery Address does'nt Mean anything to our clients. If we could change that to 'site address' (or any thing we need) it would be very usefull and would be clearer for our customers. as often our cli...

looking at the VAT reverse charge, it would be useful to attach the VAT check HMRC Confirmation or the Confirmation of end user letters to the customers main information page.

On the Allocation screen could you have the facility to export the allocation list in excel

Je souhaite pouvoir avoir une vue sous forme de tableau avec les colonnes suivantes: Réf / catégorie / Libellé / Prix / Quantité en stock En effet la vue actuelle sous forme de liste déroullante est assez contraignante, car parfois nous avons des ...

We have multiple dentist clients at the same practice address. As with the Old Sage 50 it would be extremely useful to search for them so they come up together when invoicing and doing banking etc. As we get one payment for sometimes 6 or so clien...