Accounting Ideas

Need debtor report with date invoice number (not sage transaction number) customer details and amount

It would be very useful if when producing the nominal activity report if we were able to add extra columns in such as the VAT code used on the transaction, the VAT amount and whether the VAT has been reconciled and on which return. This would be s...

I'm working on some reports, looking at how long invoices have taken to be paid, and whether it's specific to a customer's site or not The report would ideally show meInvoice DateInvoice NumberDelivery AddressNetGrossDate PaidDays taken to pay

when you download this report only customer ref pulls through not our reference , there is no point it being there if you cant pull this through on report or have a facility to edit reports ?

Customer said is requested by the tax agency

to keep record of any communication you have with director or any other staff. keep record of what has been done and what is remaining to do for future reference or other staff.

We often send statements covering a few activities and although the invoice number is included, there is no annotation to give any idea of what each invoice is. Leads to either having to export the statement to CSV and manually editing to include ...

To have a CSV showing the delivery / works address and also the Description of work. Otherwise we have to log in every time to see details on each invoice.

We have a separate bank account for each department/project. Each department/project issues VAT invoices and pays VAT on supplier invoices. Some suppliers do not charge VAT. HMRC takes VAT due from only one of the bank accounts. We need to be able...

As soon as I scroll down I lose sight of the headings, by having headings always in sight would be extremely helpful and more usere friendly please