Accounting Ideas

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 ...

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.

It would be nice to run a report that shows all activity by a user during a defined period of time. This helps in tracking productivity.

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...

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...

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...

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

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...

trial balance calculate button need to be brought back

We need these figures to do the annual tax return