Accounting Ideas

I would find it useful to be able to do a retrospective aged debtor report from previous years. This would allow me to see how systems that have been implemented in business have either been successful or not re customer payments.

A client has asked if I can produce a report by customer to show their invoice number, date, due date and date paid. I think they mean a kind of historical customer activity report or historical statement.

We only have a few employees and do not use the direct deposit in Sage. We would still like to have the ability to email the pay cheque somehow.

With the latest release of v2023 Vendor banking information is now encrypted. With proper permissions you can see this info in Vendor screens, the Vendor Listing report, or on the ACH file generated, but only the last 4 digits display on something...

This will limit the amount of time required to re-format every report from CSV

When reconciling the turnover on the vat return vs the management accounts it would be really useful to scan sales and purchases to see if there are any reconciling items - this feature was available in Sage 50

When looking at Balance Sheet or PL for example the default report is a small box with sliders, similar to what we got in Windows XP 20 years ago. It is clunky and you are forced to slide to the right to get the numbers to appear in the box. Who t...

In old Sage 50 Accounts you could run aged debtors list as at a certain date and include / exclude later payments. This would be useful for identifying older outstanding invoices in order to better chase payment, without having to export to csv as...

In the old Sage Line 50 you could 'Include Future Transactions' on the aged debtors & creditor reports. This is particularly useful when carrying out year-end audits as you can see which transactions from a previous date are still outstanding ...