Accounting Ideas

I want to be able to do a statement run that includes 'overdue' customers only. It currently pulls through everyone with an outstanding payment - some of these are not overdue so I don't want them included in my statement run.

The new layout screen for reports on new subscriptions is completely different and unhelpful. Please make it possible to default back to the original layouts, rather than having to do it on the drop down menu every single time.

It would be great if I could produce a nominal transaction report PDF or CSV for a particular project or department and the total for each nominal for the particular project is showed at the bottom as on Sage50. At the moment the report shows the ...

The invoice statements does not show what the payments were applied to.

I would love to be able to run a report that shows all customers and lists them in order of total value for each financial year.

Could the drop down on the reports tab show the reports marked as favourites?

It's important to compare actuals with budgets for better financial control of projects

Ability to a Budget for a Financial Year for Revenue, Direct Cost and Overhead and report on it. We can then monitor actuals against budgets. Currently we have to do this outside the systems. We are currently looking at Zero as it has the ability ...

In Sage 50 Accounts, you could export a customers activity to Excel and search for products. Now its not possible and takes hours to go through each invoice vs it used to take minute's.

Would you please add the nominal ledger code to the Customer and Supplier daybook reports?