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To customise the financial report format
I would like to have the business title on the top of each financial report, e.g. Balance Sheet, P&L, Trial balance, etc.
Created 06 Jun 16:05
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Trial Balance Report - different automatic default selections
Would be more useful if period was automatically selected as "this month" with "showing opening and closing balances" and "summarise profit and loss accounts". Or an ability for setting up default selection by the user.
Created 01 Jun 13:03
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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
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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
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Customer Statements
I would like to be able to select a list of customers on the statement run that I want to send statements to
Created 11 May 13:46
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Cashflow Forecasting does not include CIS liabilities
The cashflow forecast does not include CIS tax liabilities in the reporting, it includes payroll tax and national insurance so this should also be included as part of the cashflow forecast, each month when producing the report I have to adjust for...
Created 10 May 08:13
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Draft Sales Invoice to update Cash Flow Forecast
There is no good way to accurately manage your cash flow forecast. For us who's invoicing is determined by milestones on a project we are working on, we plan when invoices are going to be sent out. It would be useful if there was a tickbox, like t...
Created 04 May 14:50
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Ability to search all fields of audit trail
We need the same functionality as is available in S50 to search for amounts
Created 04 May 10:52
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Print Customer Notes
Need the ability to track equipment inventory
Created 26 Apr 14:19
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Be able to add customer email address in Aged Debtor report so that chasing payment via email is possible for someone without access to Sage
No description provided
Created 21 Apr 13:57
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