Accounting Ideas
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Sales by Product report
Having just migrated we miss the sales by product and sale by product (details) reports which produced a useful 'pick' list. This would save time as we now have to upload a CSV and amend the columns to what we need
Created 13 Dec 15:25
Reporting
0
One For The Future
4
Vote
Default Department Code - Sales Invoice
Could be in Sage Accounting Invoice Settings This would make reporting easier
Created 25 Jan 10:50
Reporting
2
One For The Future
4
Vote
Customer Statements Report
Can there be a report/table to show which customers have been set up for Monthly Statements? This will help businesses see easily which customers haven't been set up and generate separate statements for them.
Created 09 Dec 11:21
Reporting
0
One For The Future
4
Vote
Add additional categories and subtotals to standard Balance Sheet Report
Divide assets into cash, credit cards, receivables, etc.... and include subtotals for each category. Similar to the Standard Balance Sheet available in Sage 50.
Created 03 Nov 16:16
Reporting
1
One For The Future
5
Vote
Profit after taxation and dividends
The current chart of account produces a typical Profit & Loss report used by Sole Traders. It does not report on profitability before Corporation Tax and Dividends which is required by a limited company.
Created 23 Nov 19:27
Reporting
1
One For The Future
4
Vote
The ability to create and send letters to a selection of customers
Within Sage 50 you can create your own Letter templates, and once you have selected a range of customers you can then tell the software to print said letter for these customers.This way we as a Business send out our annual reminder letters to cust...
Created 12 Oct 08:49
Reporting
0
One For The Future
4
Vote
Add nominal account to audit trail
Being able to view which nominal account an itme has been posted to (as in Sage Line 50) would be greatly beneficial
Created 06 Oct 11:39
Reporting
1
One For The Future
2
Vote
Report On Customer payment days ie slow payers, prompt payers etc,
It would be very handy to run a report that shows how long each customer tends to pay against Invoices, so when working on payment terms and discounts etc, you can see which customers are prompt payers or drag their feet
Created 26 Aug 13:22
Reporting
0
One For The Future
2
Vote
New Management Report Layout on initial screen - new subscribers only
The new layout screen for reports on new subscriptions is completely different and unhelpful. Please make it possible to default back to the original layouts, rather than having to do it on the drop down menu every single time.
Created 06 Aug 07:27
Reporting
0
One For The Future
3
Vote
A report showing a list of purchase invoices due for payment
Similar to the supplier invoices due report in Sage 50
Created 11 Aug 14:00
Reporting
0
One For The Future
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