Accounting Ideas

The journal and trial balance print outs are almost impossible to read as the print is so small. This is a health hazard (eyesight) and needs to be corrected. The size of the previous Sage Line 50 print was ideal and at a guess is some 3 or 4 time...

To be able to view invoicing details/descriptions on the creditors report would be really useful when preparing the payments list for checking by the Director to sign off supplier payment runs - he has no idea what the list of values relates to

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.

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...

It would be useful to have an "attachment" feature for customers and suppliers so that credit application forms, insurance documents etc can be kept with their activity page.

would like the description of invoice adding to aged creditor report

I would like to have the business title on the top of each financial report, e.g. Balance Sheet, P&L, Trial balance, etc.

A trial balance is a report which includes the full balance sheet at a date with the reserves brought forward from the previous years P&Ls rolled up, then with any transactions form this accounting period in the P&L.The reports you give as...

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.