Accounting Ideas
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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
4
Vote
A summary Report which lists the Net Profit/Loss by each Transaction Analysis Type
My organisation uses Transaction Analysis codes to mirror the structure of financial reports to the Board. Currently I have to run separate Comparative Profit & Loss reports filtered by a single Transaction analysis code and manually consolida...
Created 23 Nov 03:52pm
Reporting
0
One For The Future
4
Vote
Add details in reports for Other payments & Other receipts
When looking at detailed nominal activity, to check if transactions have been allocated to the correct nominals, payments made as 'other payments' in the bank account or cash account do not give details of what the transaction are, only a referenc...
Created 19 Oct 12:02pm
Reporting
0
One For The Future
8
Vote
improve the visibility of Allocation / améliorer la visibilité de la ventilation entre factures et transactions
EN The detail of the allocated invoice (s) can only be checked by clicking on the bank transactions one by one. It would be easier to have the invoice reference in the bank activity list / report. FR - le détail des factures n'est visible que lors...
Created 17 Nov 01:59pm
Reporting
1
One For The Future
7
Vote
Show current HMRC VAT liabilities on summary screen
It would be very useful for me to be able to see what my current VAT amount is i.e. what I will need to pay to HMRC at the end of the quater. This information is displayed on the summary screen on the website so is it possible just to get this da...
Created 4 Feb 09:24am
Mobile / Reporting
0
One For The Future
9
Vote
Add a column to aged debtors report
At the moment the sales invoice number on the report is just the trx number generated by Sage. This is meaningless for our credit control purposes. We would like to see the Reference on the Aged Debtors report ie where it is suggested we include t...
Created 18 Aug 01:54pm
Reporting
0
One For The Future
4
Vote
End of Year Payroll Report
In order to get the payroll for year end I need to get 2 reports which are Payslip Summary and Employer Costs. This can only be done monthly at the moment. That means 24 reports for those paid monthly and as I have 5 businesses with separate Sage ...
Created 30 Sep 09:23am
Reporting
2
One For The Future
6
Vote
trial balance calculate button need to be brought back
trial balance calculate button need to be brought back
Created 21 Mar 05:06pm
Reporting
1
One For The Future
5
Vote
Debtors Report by Due Date rather than Invoice Date
Different payment terms for different customers means that invoices fall due at odd times. Not all terms are just 30 days from date of invoice.
Created 17 Jun 08:02am
Reporting
1
One For The Future
3
Vote
Font settings in reports
It would be nice to be able to customize the font settings for Reports that are exported and/or printed. The current font is small and light so is hard to read.
Created 6 Dec 10:48pm
Reporting
0
One For The Future
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