Accounting Ideas

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.

Export detailed reports from a range of accounts or just one seems to overwrite any previous reports generated on the same day. Please correct this

I am trying to look at a project older than the current year & prior year in Sage. Your support team tells me you can't go back any further than that. This is totally unacceptable . I do bookkeeping for a lawyer with retainers, and retainers c...

If an invoice is being credited in full, it would be helpful if the invoice status is shown as Credited rather than Paid.

Divide assets into cash, credit cards, receivables, etc.... and include subtotals for each category. Similar to the Standard Balance Sheet available in Sage 50.

Similar to the supplier invoices due report in Sage 50

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...

Being able to view which nominal account an itme has been posted to (as in Sage Line 50) would be greatly beneficial

There is a need for an extended variant of the Audit Trail report which would include the following additional columns: - Original currency (USD, EUR etc) - Value in Original currency - Analysis Types - Product and Service items

What is the point of entering Department Codes for Sales Invoices if you can't report using them?