Accounting Ideas

what would be really handy is a view which shows on the bank transactions, purchase invoices etc. screen is an indicator that shows that a file has been attached without having to go into each and every transaction to view this.

Useful for strategic planning to understand how dependant the business is on certain customers. It could work by being a function of the sales day book, allowing sales to be grouped by customer (report to be set out like the summary report for Age...

avoir la possibilité d'envoyer les relevées de tous les clients sur leur courriel au lieu de un a un ou d'imprimer les relevés pour les envoyé par la poste. En 2021 la poste c'est fini le courriel est le plus rapide et efficace

Hi we need a CIC and CIO templates in Sage Final accounts please. Thanks, Mike

Most of the veterans' associations have members that are not accountants or bookkeepers nor do they have knowledge of vat taxes, payroll taxes, or other Provincial or Federal taxes laws & regulations. In addition most association's must keep a...

Report of all transaction for a specific GL account will show more than one line of detail if there are many lines one a single invoice, client or vendor. Please merge those lines as it is a single transaction. Show the total as in Sage50.

We run separate accounts and bank accounts for separate projects. We use ‘departments’ to differentiate and to account to different clients. We need to account for VAT department by department. We have no way within Sage of working out the VAT due...

Un rapport de coût détaillé par projet. Actuellement, on doit faire le sommaire et ensuite compte par compte obtenir le détail. Trop long !

Having a platform like Syft or Fathom that has a direct link out of the accounting system.

Why is this not a standard in the P&L? Having to move to Intelligence reports just to get it - then it runs on Landscape not Portrait, so have to export to Excel and change set up. Time wasting. Not a great layout either - doesn't look tidy or...