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STATEMENT RUN - The ability to select by aged debtors.
I want to be able to do a statement run that includes 'overdue' customers only. It currently pulls through everyone with an outstanding payment - some of these are not overdue so I don't want them included in my statement run.
Created 17 Sep 09:27am
Processing / Reporting
2
One For The Future
160
Vote
Enhanced reporting by analysis type
As in Sage 50, and in other competitor cloud products, can we run P&L reports across multi analysis types, for example: All 'Departments' in one report, presented one after another in sequence (e.g. Nominal Activity Departmental Analysis in Sa...
Created 5 Jun 08:56am
Reporting
20
Great Idea Currently In The Works
1
Vote
Job Profitability Report Enhancement
I have construction clients that would like to see the quantity of each line item along with the Item ID when it pertains and the description of the line item along with the unit price. This would allow them to visually see on one report there det...
Created 12 Mar 05:08pm
Reporting
0
We're Taking A Look At This
4
Vote
Ability to make the old Balance Sheet and P&L the default view.
I don't like the new balance sheet and P&L, too narrow on screen. Is there an option to make the old reports the default if we wished?
Created 9 Feb 11:29am
Reporting
0
Love This Idea Likely To Be Coming Your Way
6
Vote
Opening balance figure for profit and loss accounts should be zero - currently this is not the case on the Nominal Activity report.
The basic accounting concept of transferring the P&L balance for a year to the balance sheet needs to be adhered to in all the reports. Currently, the Nominal Activity analysils shows a closing balance figure that is incorrect (for the P&L...
Created 17 Jan 12:32pm
Reporting
5
One For The Future
1
Vote
Allow nominal account under 'Taxation'
Currently in Sage Accounting on the smart report; Reporting / Profit & Loss Standard there is a line near the bottom of the report, "Taxation". However it is not possible to create a nominal account that rolls up too "Taxation". I have no idea...
Created 9 Mar 02:29pm
Reporting
0
We're Taking A Look At This
5
Vote
Sage Accounting Standard Version - Reports Display Is Awful
When looking at Balance Sheet or PL for example the default report is a small box with sliders, similar to what we got in Windows XP 20 years ago. It is clunky and you are forced to slide to the right to get the numbers to appear in the box. Who t...
Created 23 Jan 04:01pm
Reporting
1
We're Taking A Look At This
66
Vote
Nominal Activity Report
It would be great if I could produce a nominal transaction report PDF or CSV for a particular project or department and the total for each nominal for the particular project is showed at the bottom as on Sage50. At the moment the report shows the ...
Created 25 Jan 01:37pm
Reporting
6
One For The Future
14
Vote
Option to view vat return without saving it
Ability not to save vat return after it has been generated.
Created 30 Sep 01:55pm
Reporting / VAT/Taxes
0
One For The Future
3
Vote
Notes on statements
There is a notes area on the statement, yet in company settings, we can assign more for quote, estimate, credits and invoices, but not statements? We use notes to show our bank details
Created 7 Feb 06:29am
Reporting
0
One For The Future
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