Accounting Ideas
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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
2
Vote
Report to list all customers in order of total value for each financial year.
I would love to be able to run a report that shows all customers and lists them in order of total value for each financial year.
Created 26 Jul 15:16
Reporting
0
One For The Future
1
Vote
Itemisation on Profit & Loss Reports
On the profit and loss account, I used to be able to click on a category and it would open a full breakdown/itemisation of those sales/expenses. Since the new update this is not possible. I spoke to Mia on Chat who kindly provided a workaround v...
Created 26 May 14:02
Reporting
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We're Taking A Look At This
4
Vote
Credited invoice shows as "Credited" not as Paid
If an invoice is being credited in full, it would be helpful if the invoice status is shown as Credited rather than Paid.
Created 13 Nov 09:19
Reporting
0
One For The Future
1
Vote
Customise customer statements - all or outstanding items
We normally issue statements with outstanding items only however there`s odd occasions when it`s useful to send a statement showing all items. It would be so much simpler to do this at the time of selecting the customer statement than having to go...
Created 24 May 09:19
Reporting
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We're Taking A Look At This
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
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
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
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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