Accounting Ideas

Quotes / Estimates needs to be more user friendly - ie a facility to be able to set up call backs, a status button to be able to state 'order' not just pending and invoice. I have requested this several time -never have any update

If you wish to track down entries you need to be able to identify the account that they have been posted to

In Sage 50 one can apply filters to the audit trail to identify certain entries. In particular, i am trying to identify entries made with a date in the previous year which were made after the TB was used to produce final accounts (I produced in SA...

I currently have quite a few clients that I have to send statements to at the same time as the invoices so i get these emailed to my own email address to forward on. The email comes through with just "STATEMENT" as the attachment. It would be real...

I have construction clients that would like to see the quantity of each line item along with the Item ID when it pertains and the description of the line item along with the unit price. This would allow them to visually see on one report there det...

Editable Debt letters based on statements

Currently in Sage Accounting on the smart report; Reporting / Profit & Loss Standard there is a line near the bottom of the report, "Taxation". However it is not possible to create a nominal account that rolls up too "Taxation". I have no idea...

It would be useful for there to be a total of the VAT on the bank payments and receipts day books

It would be handy to be able to see the VAT on the debtors and creditors detailed reports so that you can reconcile the VAT on cash accounting and make sure it agrees to the VAT holding accounts

Export detailed reports from a range of accounts or just one seems to overwrite any previous reports generated on the same day. Please correct this