Accounting Ideas

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.

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...

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...

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?

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...

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...

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...

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 ...

Ability not to save vat return after it has been generated.

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